Financial Advisor

** CANDIDATES MUST HOLD UK LEVEL 6 IN FINANCIAL ADVICE **

One of Quilter's partner firms who are based in Nottingham are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company. The role is on a hybrid basis of minimum 2 days per week in the office and the remainder working from home/ on the road.

Responsibilities of 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.

Skills required

• Client relationship development
• Team working
• Personal organisation

Knowledge preferred

Knowledge and direct experience with clients of:

• Cash flow modelling
• Later life and estate planning, including trusts
• Corporate advising including group schemes
• Working with accountants and solicitors