Financial Advisor
3 days ago
Glasgow
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! \n \n 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. \n \n 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. \n \n The Benefits: \n\n • All leads are professionally introduced through a robust lead generation process\n, • Attractive remuneration terms\n, • Full paraplanning and admin support\n, • Market focused training provided\n, • Business and personal development\n, • An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income\n, • National coverage.\n, • Many great opportunities for Advisers to really maximise their earning potential.\n\n \n The Role: \n\n • Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals\n, • Prepare sound financial plans to ensure clients meet their targets\n, • Advise clients on current financial issues and make recommendations\n, • Generate new business and build introducer relationships\n, • Customise financial plans according to clients’ changing needs\n, • Build strong relationships to retain existing clients\n, • Maintain and update knowledge of regulations, practices, and financial products\n\n \n About You: \n\n • Proven experience as a financial planner\n, • Ability to analyse financial information and comply with regulations\n, • Proficiency in MS Office and CRM systems\n, • Attention to detail and strong math skills\n, • Strong ethics, with a customer-oriented attitude\n, • Outstanding communication skills, with the ability to foster long-term relationships\n, • Diploma in Financial Services\n\n \n Qualifications: \n \n\n • Diploma in Financial Advice\n, • Industry Sales experience\n, • Strong understanding of investment and pension business\n, • Excellent interpersonal skills goals.\n, • Ambition and Hunger\n\n