Financial Advisor

JR United Kingdom; Maidstone; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services firm is seeking an experienced Financial Adviser to provide comprehensive financial advice and support investment professionals in Maidstone. The ideal candidate will have a UK Level 4 Diploma in Financial Advice, strong interpersonal skills, and a solid understanding of the investment sector.

Qualifications

• Candidates must hold UK Level 4 diploma in Financial Advice.
• Some Industry Sales experience required.
• Strong understanding of the investment business is essential.

Responsibilities

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

Skills

Understanding complex information

Research and analysis

Listening and communication

Client confidentiality

Record keeping

Strong understanding of the investment business

Excellent interpersonal skills

Education

Diploma in Financial Advice

Job description

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** 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

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