Financial Advisor
3 days ago
Birmingham
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