Quilter Financial Planning is looking to connect with financial advisers across the UK to discuss existing opportunities within the company.
CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE
One of Quilter's partner firms is currently looking to recruit an experienced Financial Adviser on an employed basis to join their team and provide fully holistic financial advice to a varied range of clients, supporting investment professionals to cultivate client relationships.
Responsibilities:
1. Provide comprehensive financial advice to clients.
2. Support investment professionals in client relationship management.
Skills:
* Understanding complex information and analysing financial data.
* Research and analysis while maintaining client confidentiality.
* Effective listening and communication, along with record keeping.
* Diploma in Financial Advice.
* Some industry sales experience.
* Strong understanding of the investment business.
* Excellent interpersonal skills.
Qualifications:
* Diploma in Financial Advice.
* Some industry sales experience.
* Strong understanding of the investment business.
* Excellent interpersonal skills.
Employment Details:
* Seniority level: Not Applicable
* Employment type: Full-time
* Job function: Finance
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