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Financial Advisor

Swansea, Wales, United Kingdom

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.

We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice.

Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. We’re owned by Quilter, a leading provider of wealth management in the UK and internationally

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

What are the benefits to becoming self-employed with QFA?

A seamless transition enabling fee income and client service to continue without disruption

Independent of day-to-day direct management controls

Manage your own diary

Build your business within our business

Utilise the power of the Quilter brand

Set your own business development, your own goals, run your own business within the safe environment and protection of the Quilter brand

Financial and contract rates reflective of personal business growth and achievement

Benefits:

Financial Support

Pre-qualified lead generation

Use of an industry leading Brand

Marketing support

Attractive remuneration terms

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.

Apply

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Financial Advisor jobs in Swansea, Wales, United Kingdom

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