Financial Advisor

Job Description

CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE

One of Quilter’s partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships

Skills

• Understanding complex information – Analysing financial data
• Research and analysis – Client confidentiality
• Listening and communication – 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