Financial Advisor
Quilter Financial Planning
full-time
Posted on:
Location Type: Hybrid
Location: Nottingham • 🇬🇧 United Kingdom
Visit company websiteSalary
💰 £70,000 - £80,000 per year
Job Level
Mid-LevelSenior
About the role
- Servicing of existing client bank (c50% capacity) which comprises business owners, managers, retirees and their family members.
- Working alongside existing solicitor and accountant introducers and nurturing these relationships.
- Networking locally with other professionals to identify clients within the firms target market.
- Partaking in network and team meetings including sharing knowledge and best practice to maintain CPD requirements.
- Fitting in to a small, established process-driven team.
- Sourcing own work as well as being provided with centrally sourced opportunities.
Requirements
- CANDIDATES MUST HOLD UK LEVEL 6 IN FINANCIAL ADVICE
- Client relationship development
- Team working
- Personal organisation
- Knowledge and direct experience with: Cash flow modelling
- Later life and estate planning, including trusts
- Corporate advising including group schemes
- Working with accountants and solicitors
Benefits
- Competitive basic salary in the range of £70-80k based on experience along with strong bonus structure.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash flow modellinglater life planningestate planningtrustscorporate advisinggroup schemes
Soft skills
client relationship developmentteam workingpersonal organisation
Certifications
UK level 6 in financial advice