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    Self-employed Financial Adviser - London, United Kingdom - Quilter Financial Planning

    Quilter Financial Planning
    Quilter Financial Planning London, United Kingdom

    1 day ago

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    Description
    Job Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you

    This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is 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 are offering an excellent opportunity for a Financial Advisor to work on both an Employed and 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.


    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:
    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


    Qualifications:
    Diploma in Financial Advice
    Industry Sales experience
    Strong understanding of investment and pension business
    Excellent interpersonal skills goals.
    Ambition and Hunger
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