Self-Employed Financial Adviser
Quilter Financial Planning, United Kingdom
Job Description
Four Oaks Financial Services Limited is an established and well-respected financial services company providing financial advice to both personal and corporate clients. Our Advisers are appropriately qualified. One of our Advisers has achieved Chartered Financial Planner status and is a Fellow of the Personal Finance Society. We have our own Academy and members of our team are working towards chartered status.
Our Paraplanners, work full-time on behalf of our Financial Advisers and clients, undertaking the research needed in today’s fast-moving financial services sector to successfully provide timely advice and manage the financial planning needs of our personal and corporate clients. We offer cashflow modelling using the market leading Voyant software which has proven to be a key factor in enhancing our existing clients experience and attracting new clients.
Due to our robust adviser support structure, we have a proven track record of helping adviser significantly increase their income year on year, if you are a financial adviser who is looking for a successful career as a financial adviser within a supportive structure then we are keen to speak with you
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
Responsibilities
- 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)
- 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
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 acheive Chartered status