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Financial Advisor

4 months ago

Acton Suffolk, United Kingdom Quilter Financial Planning Full time

One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants. Skills

  • Understanding complex information - Analysing financial data
  • Team building - Collaboration
  • Consistency - Proficiency
  • Professionalism - Adaptability
  • 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
  • Excellent interpersonal skills
Benefits
  • Full Administration Service
  • Full Paraplanning Support
  • Development support to achieve Chartered status