Financial Advisor

Jobster – Financial Advisor – Newcastle, United Kingdom

If you are an experienced Financial Advisor seeking a more supported role, this opportunity may be ideal for you. Quilter Financial Planning offers a dual employed/self‑employed position, combining strong lead generation, full paraplanning and admin support, market‑focused training, and a robust network across the UK.

• 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 opportunities
• Infrastructure to fully support all advisers delivering a first‑class service to clients, enhancing your income
• National coverage and many opportunities to maximise earning potential

• Ensure clients make wise and profitable financial decisions to meet their goals
• Prepare sound financial plans tailored to client objectives
• Advise clients on current financial issues and make recommendations
• Generate new business and build introducer relationships
• Customize financial plans as client needs change
• 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 analyze 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, fostering 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 for success