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Financial Advisor
2 months ago
** 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 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
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