** Applicants must hold Level 4 Diploma in UK Financial Advice **

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the West Sussex area to join their team. If you are an experienced adviser who is looking for an employed opportunity, this could be for you.

Requirements:

Employed adviser with a minimum of 12 months advising experience to manage and grow an existing book of clients.
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
Many great opportunities for Advisers to really maximise their earning potential.
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

About You:

Minimum 12m 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

Benefits:

Salary + bonus

Access to existing clients.

Great team culture.

Quilter Financial Planning jobs

Financial Advisor