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- Tasks: Help clients make smart financial decisions and create tailored financial plans.
- Company: Join a supportive team focused on delivering top-notch financial advice.
- Benefits: Enjoy attractive pay, full support, and opportunities for personal growth.
- Why this job: Build a rewarding career while making a real impact on clients' financial futures.
- Qualifications: Must have a Level 4 Diploma in Financial Advice and strong analytical skills.
- Other info: Great earning potential with national coverage and robust lead generation.
The predicted salary is between 28800 - 48000 £ per year.
An excellent opportunity for experienced Mortgage Advisers, Paraplanners and those that already provide financial advice is now available. This is a fantastic opportunity, whether you come from an independent or a banking background and want to build a successful career as an adviser or expand on an already successful advising career. Please contact me on 07904 079377. *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** The Benefits: All leads are professionally introduced through a robust lead generation process Attractive remuneration terms Full paraplanning and admin support Market focused training provided Business and personal development An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income National coverage. Many great opportunities for Advisers to really maximise their earning potential. The Role: Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals Prepare sound financial plans to ensure clients meet their targets Advise clients on current financial issues and make recommendations Generate new business and build introducer relationships Customise financial plans according to clients’ changing needs Build strong relationships to retain existing clients Maintain and update knowledge of regulations, practices, and financial products About You: Ability to analyse financial information and comply with regulations Proficiency in MS Office and CRM systems Attention to detail and strong math skills Strong ethics, with a customer-oriented attitude Outstanding communication skills, with the ability to foster long-term relationships Diploma in Financial Services Qualifications: Diploma in Financial Advice Strong understanding of investment and pension business Excellent interpersonal skills goals. Ambition and Hunger
Financial Advisor employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with other advisers and potential clients. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your credibility but also help you provide informed advice to your clients, making you a more attractive candidate for the role.
✨Tip Number 3
Consider obtaining additional certifications or training that align with the specific needs of the role. This demonstrates your commitment to professional development and can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your previous successes in generating leads and building client relationships during the interview. Highlighting your achievements will showcase your ability to contribute to the company's growth and success.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to prominently feature your Level 4 Diploma in Financial Advice in your CV and cover letter. This is a crucial requirement for the role, so it should be easily visible.
Showcase Your Experience: Detail your previous experience as a Mortgage Adviser or in financial advising. Use specific examples to demonstrate how you've helped clients achieve their financial goals and how you’ve built strong relationships.
Emphasize Communication Skills: Since outstanding communication skills are essential for this role, provide examples of how you've effectively communicated complex financial information to clients in the past.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements and responsibilities mentioned in the job description. Show that you understand the role and how your skills align with their needs.
How to prepare for a job interview at Quilter
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Advice during the interview. This is a key requirement, so be prepared to discuss how your qualifications have equipped you to provide sound financial advice.
✨Demonstrate Your Analytical Skills
Be ready to discuss specific examples of how you've analyzed financial information in the past. Employers are looking for candidates who can effectively interpret data and comply with regulations.
✨Emphasize Relationship Building
Since building strong relationships with clients is crucial, share experiences where you've successfully fostered long-term client relationships. Highlight your communication skills and customer-oriented attitude.
✨Prepare for Market-Focused Questions
Expect questions related to current financial issues and market trends. Stay updated on recent developments in the financial sector and be prepared to discuss how these may impact your clients' financial plans.
