Financial Advisor

Quilter Financial Planning; Sevenoaks; On-site; GBP 42,000 - 56,000; Full time

Benefits offered by this job

Competitive salary and bonus package

Back-office support

Job summary

Quilter Financial Planning is seeking an experienced Financial Adviser on an employed basis to join their firm and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships.

Candidates must hold UK Level 4 Diploma in Financial Advice and possess strong interpersonal and analytical skills. The role offers a competitive salary, bonus and back-office support.

Qualifications

• Must hold UK Level 4 Diploma in Financial Advice.
• Experience providing holistic financial advice to a varied client base.
• Some industry sales experience is desirable.

Responsibilities

• Provide fully holistic financial advice to a varied range of clients.
• Support investment professionals to cultivate client relationships.
• Maintain high standards of client confidentiality and record keeping.

Skills

Understanding complex information

Team building

Consistency

Professionalism

Research and analysis

Listening and communication

Some Industry Sales experience

Strong understanding of the investment

Excellent interpersonal skills

Education

Diploma in Financial Advice

Some Industry Sales experience

Strong understanding of the investment business

Excellent interpersonal skills

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

• Understanding complex information - Analysing financial data
• Team building - Collaboration
• Consistency - Proficiency
• Professionalism - Adaptability
• 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
• Excellent interpersonal skills

Benefits

• Competitive salary and bonus package
• Back-office support