Employed Financial Adviser UK Wide

Quilter Financial Planning; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm in the United Kingdom is seeking a Financial Planner to provide holistic financial advice and support to clients. The ideal candidate will have a Diploma in Financial Advice, excellent interpersonal skills, and a strong understanding of the investment business. This role offers opportunities for career development, including support to achieve Chartered status.

Qualifications

• Requires a diploma in financial advice.
• Must have some industry sales experience.
• Strong understanding of the investment business is essential.

Responsibilities

• Provide financial planning support to clients.
• Provide holistic financial advice to clients.
• Support investment professionals to cultivate client relationships.

Skills

Understanding complex information - Analysing financial data

Research and analysis - Client confidentiality

Listening and communication - Record keeping

Strong understanding of the investment business

Excellent interpersonal skills

Education

Diploma in Financial Advice

Job description

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If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!

Requirements

Responsibilities:

• Provide Financial Planning support to clients
• Provide full holistic financial advice to a varied range of clients
• Support investment professionals to cultivate client relationships

Skills

• Understanding complex information - Analysing financial data
• Research and analysis - Client confidentiality
• Listening and communication - Record keeping
• Diploma in Financial Advice
• Some Industry Sales experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Qualifications:

• Diploma in Financial Advice
• Some Industry Sales experience
• Strong understanding of the investment business
• Excellent interpersonal skills
• Full Administration Service
• Full Paraplanning Support
• Development support to achieve Chartered status