Note! This job has been aggregated through external sources, the Apply link will take you to the company's website.

Self-Employed Financial Adviser Job in United Kingdom
Quilter Financial Planning , United Kingdom

Never pay for job application, test/interview.
Safe Job Search | EEO Laws in UK

Self-Employed Financial Adviser

1 Year
0 - 0
Job Type
Job Shift
Job Category
Requires Traveling
Career Level
Total Vacancies
1 Job
Posted on
Apr 7, 2021
Last Date
Jul 7, 2021

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 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.

As a leading financial services business, Fortuna Major Financial Planning Ltd 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 Scotland, this office and field-based role is open to financial advisers who are looking to develop and grow.


  • 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
  • National coverage.
  • Many great opportunities for Advisers to really maximise their earning potential.

The Role:

  • 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


  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of investment and pension business
  • Excellent interpersonal skills goals.
  • Ambition and Hunger


  • Full Administration Service
  • Full Paraplanning Support
  • Development support to acheive Chartered status

Job Specification

Quilter Financial Planning

Information Technology and Services - London, United Kingdom