Holistic Financial Adviser - Hybrid Work & Private Medical

Quilter Financial Planning; Llandudno; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A financial advisory firm in Llandudno is seeking an experienced Financial Adviser to provide holistic financial advice to a diverse clientele. The ideal candidate will possess a UK Level 4 Diploma in Financial Advice and have some industry sales experience. Strong interpersonal skills and an understanding of the investment business are essential for success in this role. Benefits include back-office support and a hybrid working arrangement, with private medical insurance offered.

Benefits

Back-office support

Hybrid working arrangement

Private Medical Insurance

Qualifications

• Candidates must hold UK Level 4 Diploma in Financial Advice.
• Some industry sales experience is required.
• Strong understanding of the investment business is essential.
• Excellent interpersonal skills are necessary.

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

Team building - Collaboration

Professionalism - Adaptability

Listening and communication - Record keeping

Research and analysis - Client confidentiality

Diploma in Financial Advice

Strong understanding of the investment business

Education

Diploma in Financial Advice

Job description

A financial advisory firm in Llandudno is seeking an experienced Financial Adviser to provide holistic financial advice to a diverse clientele. The ideal candidate will possess a UK Level 4 Diploma in Financial Advice and have some industry sales experience. Strong interpersonal skills and an understanding of the investment business are essential for success in this role. Benefits include back-office support and a hybrid working arrangement, with private medical insurance offered.