Financial Adviser

Quilter Financial Planning; Llandudno; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial advice firm in Wales is seeking an experienced Financial Adviser to provide holistic financial advice to a diverse range of clients. The ideal candidate must hold a UK Level 4 Diploma in Financial Advice and possess excellent interpersonal skills. This role offers a hybrid working arrangement and includes benefits such as back-office support and private medical insurance.

Benefits

Back-office support

Hybrid working arrangement

Private Medical Insurance

Qualifications

• CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE
• Some Industry Sales experience required.
• Strong understanding of the investment business is essential.
• Excellent interpersonal skills are necessary.

Responsibilities

• Provide fully holistic financial advice to a varied range of clients.
• Support investment professionals to cultivate client relationships.

Skills

Understanding complex information - Analysing financial data

Team building - Collaboration

Consistency - Proficiency

Professionalism - Adaptability

Research and analysis - Client confidentiality

Listening and communication - Record keeping

Education

Diploma in Financial Advice

Job description

Overview

CANDIDATES MUST HOLD 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 clients and support investment professionals to cultivate client relationships

Qualifications

• Diploma in Financial Advice


• Some Industry Sales experience


• Strong understanding of the investment business


• Excellent interpersonal skills

Skills

• Understanding complex information - Analysing financial data


• Team building - Collaboration


• Consistency - Proficiency


• Professionalism - Adaptability


• Research and analysis - Client confidentiality


• Listening and communication - Record keeping


• Strong understanding of the investment business

Benefits

• Back-office support


• Hybrid working arrangement


• Private Medical Insurance