Senior Financial Services Consultant

15 hours ago


Sevenoaks, Kent, United Kingdom Quilter Financial Planning Full time

Job Description

**Key Requirements**

We are seeking an experienced Senior Financial Services Consultant to join our team at Quilter Financial Planning. The successful candidate will provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships.

Key Skills:

  • Understanding complex information - analysis of 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:

  • Competitive salary and bonus package
  • Back-office support


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