Employed Financial Adviser (Clients Provided)
Quilter Financial Planning, United Kingdom
Job Description
At Clearwater Financial Planning we work with our clients to help them set financial goals and work towards a planned financial future
Based in Kingsbridge we help clients from across the UK with the majority from Devon and Cornwall. Our comprehensive financial planning advice is delivered by our experienced and knowledgeable qualified advisers in a clear manner, to ensure you have full understanding of your aims and plans.
We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow and savings.
Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and customer-oriented, we’d like to meet you.
Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
Home - Financial advisers, investment, wealth management and pensions advice - Clearwater Financial Planning Ltd
Requirements
- Prepare sound financial plans to ensure clients meet their goals
- Advise clients on current financial issues and make recommendations
- Generate new business and build relationships
- Analyse clients’ financial statuses
- Examine and suggest financial opportunities (e.g. insurance plans, investments, pensions and mortgages)
- Develop sound plans and budgets for clients
- Customise financial plans according to clients’ changing needs
- Help clients implement their plans and carry out transactions
- Present and advise on suitable financial products and services
- Find and approach prospective clients
- Build strong relationships to retain existing clients
- Maintain updated knowledge of regulations, practices and financial products
Requirements:
- Proven experience as 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
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits
- Full Administration Service
- Full Paraplanning Support
- Development support to achieve Chartered status