Financial Planning Expert

4 hours ago


Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

Quilter Financial Planning is a reputable firm seeking an experienced Financial Adviser to join their team.

About the Role

This employed position offers a competitive salary and bonus package, including back-office support.

As a Financial Adviser, you will provide fully holistic financial advice to clients and support investment professionals in cultivating relationships.

You must hold a UK Level 4 Diploma in Financial Advice and have some industry sales experience. Strong understanding of the investment business and excellent interpersonal skills are also required.

Key Skills and Qualifications
  • Diploma in Financial Advice
  • Industry Sales Experience
  • Strong Understanding of Investment Business
  • Excellent Interpersonal Skills
Benefits
  • Competitive Salary Package
  • Back-Office Support


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