Senior Financial Adviser Position

3 days ago


Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time
Investment Professional Opportunity

We are seeking an experienced Financial Adviser to join our team as an Investment Professional. The successful candidate will be responsible for providing high-quality investment advice and support to clients, working closely with other members of the team to deliver exceptional results.

Key Responsibilities: The key responsibilities of this role include:
  • Providing comprehensive investment advice and guidance to clients, taking into account their individual needs and goals
  • Analyzing financial data to identify investment opportunities and risks
  • Developing and implementing personalized investment plans to help clients achieve their objectives
  • Working closely with other members of the team to deliver exceptional results and meet client expectations


Requirements: To succeed in this role, you will need:
  • A Diploma in Financial Advice or equivalent qualification
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint


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