Financial Advisor

Quilter Financial Planning; Bury; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Excellent remuneration with bonus structure

Full Administration Service

Full Paraplanning Support

Job summary

A financial services company in Bury, England, is seeking a Financial Adviser to provide holistic financial advice to clients. Candidates must hold a UK Level 4 Diploma in Financial Advice and have strong interpersonal skills. The role requires understanding complex financial information and industry sales experience. Excellent remuneration with a bonus structure is offered.

Qualifications

• Candidates must hold UK Level 4 Diploma in Financial Advice.
• Some industry sales experience is required.
• Strong understanding of the investment business is necessary.
• Diploma in Financial Advice
• Some Industry Sales experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Responsibilities

• Provide fully holistic financial advice to clients.

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

Interpersonal skills

Education

Diploma in Financial Advice

Industry sales experience

Understanding of investment business

Interpersonal skills

Excellent renumeration with bonus structure

Full Administration Service

Full Paraplanning Support

Job description

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

Passionate about connecting with financial advisers across the UK to discuss existing opportunities within Quilter.

CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE

We are currently looking to recruit a Financial Adviser to join one of our Partner Firms which are based in Bury, Lancashire to provide fully holistic financial advice to their clients.

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
• Understanding of the investment business
• Excellent interpersonal skills
• Excellent renumeration with bonus structure
• Full Administration Service
• Full Paraplanning Support

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance

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