Financial Advisor

Direct message the job poster from Quilter Financial Planning if you are an experienced Financial Advisor seeking a more supported role. This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.

As a leading financial services business,
Quilter Financial Planning offers an excellent opportunity for a Financial Advisor to work on both an Employed and a Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.

• 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

• 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

• Proven experience as a financial planner
• 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

• Diploma in Financial Advice
• Industry Sales experience
• Strong understanding of investment and pension business
• Excellent interpersonal skills
• Ambition and Hunger

Not Applicable

Full-time

Consulting, Finance, and Sales

Accounting, Financial Services, and Banking

Location:

Glasgow, Scotland, United Kingdom

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