Financial Advisor

Quilter Financial Planning; Cardiff; On-site; GBP 30,000 - 50,000; Full time

Job summary

Quilter Financial Planning is seeking an experienced financial adviser in Cardiff and surrounding areas. Candidates must hold a UK Level 4 Diploma in Financial Advice and have UK residency. The role involves providing fully holistic financial advice to clients. Required skills include a strong understanding of the investment business, excellent interpersonal skills, and experience in industry sales. The position offers excellent remuneration with a bonus structure.

Qualifications

• Candidates must hold a UK Level 4 Diploma in Financial Advice and have UK residency.
• Some industry sales experience is required.

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

Strong understanding of the investment business

Excellent interpersonal skills

Education

UK Level 4 Diploma in Financial Advice

Job description

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE AND HAVE UK RESIDENCY **

** PLEASE NOTE - THIS IS NOT AN ACCOUNTANCY ROLE **

One of Quilter's Partner Firms are seeking an experienced financial adviser in the Cardiff and surrounding areas 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