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Investment Consultant

2 months ago


United Kingdom Quilter Financial Planning Full time

Essential Qualifications:

** CANDIDATES MUST POSSESS A LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **

Quilter Financial Planning is seeking skilled Investment Consultants who can deliver comprehensive financial guidance to a diverse clientele and assist investment professionals in nurturing client relationships.

Key Competencies:

  • Ability to interpret complex data - Evaluating financial information
  • Team collaboration - Fostering teamwork
  • Reliability - Consistent performance
  • Professional demeanor - Flexibility
  • Research and analytical skills - Maintaining client confidentiality
  • Effective listening and communication - Documentation management
  • Diploma in Financial Advice
  • Prior Sales experience in the industry
  • In-depth knowledge of the investment sector
  • Strong interpersonal abilities

Required Qualifications:

  • Level 4 Diploma in Financial Advice
  • Significant Sales experience within the industry
  • Thorough understanding of the investment landscape
  • Exceptional interpersonal skills

Employee Benefits:

  • Comprehensive Administrative Support
  • Dedicated Paraplanning Assistance
  • Opportunities for professional development towards Chartered status
  • Access to a qualified client base