Holistic Financial Adviser (Level 4 Dip) – Birmingham

Quilter Financial Planning; Birmingham; On-site; GBP 35,000 - 75,000; Full time

Job summary

Quilter Financial Planning, part of Quilter's Partner Firms, invites experienced financial advisers to join our Birmingham-based team to deliver fully holistic financial advice to our clients.

Candidates must hold the UK Level 4 Diploma in Financial Advice and have UK residency. This role is not an accounting post and benefits from industry sales experience and a strong understanding of the investment business. Excellent interpersonal skills are essential.

Qualifications

• Must hold UK Level 4 Diploma in Financial Advice and have UK residency.
• Not an accountancy role.
• Experience providing holistic financial advice to clients.
• Excellent interpersonal and communication skills.

Skills

Understanding complex information

Analysing financial data

Research and analysis

Client confidentiality

Listening and communication

Record keeping

Some Industry Sales experience

Strong understanding of the investment

Excellent interpersonal skills

Education

Diploma in Financial Advice

Job description

Quilter Financial Planning, part of Quilter's Partner Firms, invites experienced financial advisers to join our Birmingham-based team to deliver fully holistic financial advice to our clients.

Candidates must hold the UK Level 4 Diploma in Financial Advice and have UK residency. This role is not an accounting post and benefits from industry sales experience and a strong understanding of the investment business. Excellent interpersonal skills are essential.