Employed Financial Adviser - Polestar

Quilter Financial Planning; Swindon; On-site; GBP 30,000 - 60,000; Full time

Job description

We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training and develop their earning potential in a holistic financial planning role.

We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service.

We have created an environment where the team‘s attitude is always a “can-do.” We are constantly striving to support our advisers and clients with better solutions and positive outcomes.

Responsibilities:

1. Provide comprehensive financial advice to a portfolio of clients across investments, pensions, and protection.
2. Set up meetings and conduct in-depth reviews of clients’ financial circumstances.
3. Complete risk analysis, research, design financial strategies, and find solutions that meet client needs, assisting clients in making informed decisions.
4. Keep up to date with legislation and meet the regulatory aspects of the role.
5. Undertake client acquisition by promoting client referrals, networking with other professionals, and engaging in broader new business activities.
6. Comply with regulatory aspects of the role and company compliance standards, and endeavor to promote the interests and reputation of the company.

Essential Criteria:

1. Level 4 Diploma Qualified CII / LIBF equivalent.
2. CAS Achieved / Hold annual SPS (Statement of Professional Standing).
3. Full Driving Licence.
4. Experience working within a financial services background.
5. Ability to build upon existing strong client relationships.
6. Skills in acquiring and bringing on new clients.

Additional Benefits:

• Full Administration Service.
• Full Paraplanning Support.
• Pension.
• Holidays - 31 days rising to 33 days over 2 years.
• Expenses.