Financial Advisor

Quilter Financial Planning; Worcester; On-site; GBP 30,000 - 52,000; Full time

Job summary

Quilter Financial Planning in Worcester welcomes a qualified financial adviser to provide comprehensive financial guidance to clients. Candidates must hold the UK Level 4 Diploma in Financial Advice and be resident in the UK.

The role focuses on delivering holistic advice, client confidentiality, and transparent communication within a client-first framework. Experience in investment advisory services and a strong understanding of the investment business are desirable, with excellent

Qualifications

• Holds UK Level 4 Diploma in Financial Advice and UK residency.
• Holistic financial advice experience preferred.
• Excellent interpersonal and client communication skills.

Skills

Understanding complex information

Research and analysis

Listening and communication

Excellent interpersonal skills

Education

Diploma in Financial Advice

Job description

Overview

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 a qualified financial adviser in the Worcester area 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