Self-Employed Financial Adviser (Leads Provided)
Quilter Financial Planning, United Kingdom
Job Description
If you are an experienced Financial Advisor seeking a more supported role then this could be the role for you!
This is a fantastic opportunity that will suit any experienced Financial Services business, 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, Mortgage Wise are offering an excellent opportunity for a Financial Advisor to work on a Self-Employed basis. As a business we operate a strong network of advisors based across the UK, this office and field-based role is open to financial advisers who are looking to develop and grow. You will be the main Financial adviser within a predominantly Mortgage business and will receive regular referrals from all mortgage advisers across the business.
Requirements
- 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
Benefits
- All leads are professionally introduced through a robust lead generation process
- Attractive remuneration terms
- 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.