Financial Services Consultant

2 days ago


Sevenoaks, Kent, United Kingdom Quilter Financial Planning Full time

About the Role:

Quilter Financial Planning is seeking a highly skilled Financial Adviser to join their team and provide comprehensive financial advice to clients. The successful candidate will work closely with investment professionals to develop client relationships and cultivate a strong understanding of the investment business.

Key Responsibilities:

  • Analyzing financial data to provide informed advice to clients
  • Collaborating with colleagues to achieve team goals
  • Developing strong relationships with clients and investment professionals
  • Maintaining professional standards and adhering to industry regulations
  • Staying up-to-date with industry developments and best practices

Requirements:

  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal and communication skills

What We Offer:

  • Competitive salary and bonus package
  • Back-office support and resources


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