Job Ref: 213107850

Date: 2021-02-01 12:34:57

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Quilter are delighted to offer you the opportunity to join one of our leading Appointed Representative businesses Beals Wealth Management. As a Financial Services company with a national client base, they believe that clients should enjoy a lifelong relationship with their adviser and that after each review a client's finances should be in a stronger position than they were before any meeting.
A highly qualified and experienced team of Financial Planners use their knowledge and experience to deliver expert advice to clients. Success has been based on three core principles; integrity, professionalism, and impartiality, coupled with a creative approach to financial planning and a belief in a bespoke client service.
We are looking for Financial Planners to help clients manage their finances. You will be a clients' trusted advisor in areas including investments, cash flow, protection, and pensions. Any successful financial planner should be an effective communicator with experience in financial planning and business development. If you're analytical, meticulous, and customer-oriented, we'd like to meet you. Beals also have a strong team of Mortgage advisers who referrals will be made to when appropriate.
Opportunities also available in Leeds/Manchester/Sheffield area
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
Skills:
* 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
Qualifications:
* Diploma in Financial Advice
* Industry Sales experience
* Strong understanding of investment and pension business
* Excellent interpersonal skills goals.
* Ambition and Hunger
Benefits
* Full Administration Service
* Full Paraplanning Support
* Development support to achieve Chartered status
* Lead Generation
* Client bank provided

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