Financial Advisor

Quilter Financial Planning

Scotland

On-site

GBP 35,000 - 50,000

Full time

2 days ago

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Job summary

Quilter Financial Planning is recruiting an experienced Financial Adviser to join their team in Scotland. The role involves providing holistic financial advice to a diverse client base while supporting investment professionals in fostering client relationships.

Applicants must have a UK Level 4 Diploma in Financial Advice and should possess industry sales experience along with a strong understanding of investment business principles. Excellent interpersonal skills are also essential for success in this role.

Qualifications

Candidates must hold a UK Level 4 Diploma in Financial Advice.
Some industry sales experience is required.
Strong understanding of the investment business is essential.

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

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

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