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Financial Advisor

Portsmouth

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

Apply

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