Financial Advisor

2 weeks ago


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

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


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