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Financial Advisor

2 months ago

Cornwall, United Kingdom Quilter Financial Planning Full time

Position Overview:

Quilter Financial Planning is seeking qualified Financial Advisors who possess a Level 4 Diploma in Financial Advice and have 1-2 years of experience in the financial advisory sector. The successful candidates will deliver comprehensive financial guidance to a diverse clientele while collaborating with investment professionals to enhance client relationships.

Key Responsibilities:

  • Analyze and interpret complex financial data to provide tailored advice.
  • Foster teamwork and collaboration within the advisory team.
  • Maintain a high level of professionalism and adaptability in client interactions.
  • Ensure confidentiality and integrity in all client dealings.
  • Conduct thorough research and maintain accurate records of client interactions.

Essential Skills:

  • Ability to understand and analyze intricate financial information.
  • Strong interpersonal and communication skills.
  • Proficiency in maintaining client confidentiality.
  • Some prior experience in sales within the financial industry.
  • In-depth knowledge of investment products and services.

Qualifications:

  • Level 4 Diploma in Financial Advice.
  • Experience in the financial services sector.
  • Exceptional interpersonal skills.

Compensation:

Salary is negotiable based on experience and qualifications.