Financial Advisor

Applicants must hold Level 4 Diploma in UK Financial Advice

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the Bournemouth or Dorset area to join their team. If you are an experienced adviser who is looking for an employed opportunity, this could be for you.

• Employed adviser with a minimum of 12 months advising experience to manage and grow an existing book of clients.
• 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
• 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

• Minimum 12m 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