Investment Advisory Role
1 week ago
Quilter Financial Planning is a leading provider of financial planning services, and we are now seeking a talented Investment Advisory Role to join our team. As a Financial Adviser, you will play a key role in helping our clients achieve their long-term financial goals through expert investment advice.
The ideal candidate will have a strong understanding of the investment business, excellent communication skills, and the ability to build strong relationships with clients. A Diploma in Financial Advice and some industry sales experience are also essential requirements for this role.
In return, we offer a competitive salary up to £50,000, access to further qualifications, and a performance award based on delivering our core values. This is an exciting opportunity to work with high-quality clients and provide advice services to support their financial well-being.
Key Skills:
- Strong understanding of the investment business
- Excellent communication and interpersonal skills
- Ability to build strong relationships with clients
- Diploma in Financial Advice and some industry sales experience
Benefits:
- Competitive salary up to £50,000
- Access to further qualifications, including study leave
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- Flexible working arrangements
- Performance award based on delivering our core values
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