Employed Financial Adviser (Clients 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, Ashwood Law Wealth Management Ltd are offering an excellent opportunity for a Financial Advisor to work on a Employed basis . The Ashwood Law name started out in 1982 as an unincorporated Partnership ‘Ashwood Law’. Throughout the last 38 years the business has evolved and Ashwood Law Wealth Management Ltd was incorporated in 1998 as a new name for their Financial Planning advice business.
The business has a great team of experienced financial advisers and administration staff and which cover the whole of the Midlands and far beyond!
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
Benefits
- 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.
Qualifications:
- Diploma in Financial Advice
- Industry Sales experience
- Strong understanding of investment and pension business
- Excellent interpersonal skills goals.
- Ambition and Hunger