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    Employed Financial Adviser - Swindon, United Kingdom - Quilter Financial Planning

    Quilter Financial Planning
    Quilter Financial Planning Swindon, United Kingdom

    3 weeks ago

    Default job background
    Part time, Full time
    Description
    We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role.

    We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service.

    We have created an environment where the team's attitude is always a "can-do". We are constantly striving to support our advisers and clients with better solutions and positive outcomes.

    Requirements

    Responsibilities:

    To provide comprehensive financial advice to a portfolio of clients across investments, pensions and protection

    Setting up meetings, conducting in-depth reviews of clients' financial circumstances.

    Completing risk analysis, research, designing financial strategies, finding solutions that meet the client needs, assisting clients in making informed decisions.

    Keeping up to date with legislation and meeting the regulatory aspects of the role.

    Undertake client acquisition by promoting client referral, networking with other professionals and broader new business activities.

    Comply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interests

    Essential Criteria:

    Level 4 Diploma Qualified CII /LIBF equivalent

    CAS Achieved / Hold annual SPS (Statement of Professional Standing)

    Full Driving Licence

    Experience working within a financial services background

    Ability to build upon existing strong client relationships.

    Skills in acquiring and bringing on new clients

    Benefits
    • Full Administration Service
    • Full Paraplanning Support
    • Pension
    • Holidays - 31 days rising to 33 days over 2 years
    • Expenses
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