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Holistic Financial Consultant

2 months ago

Cornwall, United Kingdom Quilter Financial Planning Full time

Position Overview:

Quilter Financial Planning is seeking dedicated Financial Advisors who possess a Level 4 Diploma in Financial Advice. The ideal candidates will have 1-2 years of experience in the financial advisory sector, providing comprehensive financial guidance to a diverse clientele.

Key Responsibilities:

  • Deliver holistic financial advice tailored to individual client needs.
  • Support investment professionals in fostering strong client relationships.
  • Analyze complex financial data to provide informed recommendations.

Essential Skills:

  • Ability to interpret and analyze intricate financial information.
  • Collaborative team player with strong interpersonal skills.
  • Consistent and proficient in maintaining high standards of professionalism.
  • Research-oriented with a commitment to client confidentiality.
  • Effective listening and communication skills, ensuring accurate record-keeping.
  • Strong understanding of the investment landscape.

Qualifications:

  • Level 4 Diploma in Financial Advice.
  • Some experience in industry sales.
  • Exceptional interpersonal skills.

Compensation:

Salary is negotiable based on experience and qualifications.