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Investment Consultant
2 months ago
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