Financial Adviser

Quilter Financial Planning

Cannock Wood

Hybrid

GBP 40,000 - 55,000

Full time

14 days+
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Benefits offered by this job

Competitive basic salary with strong bonus structure
Paraplanning and admin support
Private Medical Insurance
Pension scheme
Death in service benefits

Job summary

A financial advisory firm in the UK is seeking an experienced Financial Adviser to join its company. The role involves providing holistic financial advice to a diverse client base. Applicants must hold a UK Level 4 Diploma in Financial Advice and possess strong skills in communication and analysis. This position offers a competitive salary, bonus structure, and a hybrid working arrangement with additional benefits like private medical insurance.

Qualifications

  • Must hold a UK Level 4 Diploma in Financial Advice.
  • Strong understanding of the investment business.
  • Excellent interpersonal skills.

Responsibilities

  • Provide fully holistic financial advice to a varied range of existing and new clients.

Skills

Understanding complex information - Analysing financial data
Professionalism - Adaptability
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

1 day ago Be among the first 25 applicants

Quilter Financial Planning provided pay range

This range is provided by Quilter Financial Planning. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Quilter Financial Planning

Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.

You must hold a UK Level 4 Diploma in Financial Advice.

One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of existing and new clients.

Skills
  • Understanding complex information - Analysing financial data
  • Professionalism - Adaptability
  • Research and analysis - Client confidentiality
  • Listening and communication - Record keeping
  • Diploma in Financial Advice
  • Strong understanding of the investment business
  • Excellent interpersonal skills
Qualifications
  • Diploma in Financial Advice
  • Strong understanding of the investment business
  • Excellent interpersonal skills
Benefits
  • Competitive basic salary with strong bonus structure
  • Paraplanning and admin support
  • Hybrid working arrangement
  • Private Medical Insurance, pension scheme, Death in service benefits
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

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Cannock Wood, England, United Kingdom

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