Remote Self-employed Financial Adviser Job in UK Quilter

Who you are

• Level 4 qualification completed
• Interest in joining as a self-employed financial adviser
• Hard working and driven
• Excellent work ethic
• Good attention to detail
• Strong maths skills
• Ability to analyse financial information
• Trustworthy and can manage money within rules and regulations
• Experienced in MS Office
• Worked with data management systems
• Ethically minded
• Great communication skills
• Enjoy building relationships

Desirables

• Excellent work ethic
• Attention to detail
• Strong maths skills
• Trustworthy
• Experienced in MS Office
• Ethically minded
• Great communication skills

What the job involves

• Generating new client opportunities
• Ensuring clients make wise and profitable decisions to meet their financial goals
• Preparing sound financial plans to ensure clients meet their targets
• Advising clients on current financial issues and making recommendations
• Generating new business and building introducer relationships
• Customising financial plans according to clients’ changing needs
• Building relationships to retain clients
• Maintaining knowledge of regulations, practices, and products

Application process

• Apply below to receive a webinar invite
• Learn more about what we offer
• Understand the next steps