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    Financial Advisor - Portsmouth, United Kingdom - Quilter Financial Planning

    Quilter Financial Planning
    Quilter Financial Planning Portsmouth, United Kingdom

    1 week ago

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    Description

    Job Description

    **Any applicant must have Level 4 Diploma in Financial Planning**

    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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