Holistic Financial Advisor & Client Growth Partner

Quilter Financial Planning; Aberdeen City; On-site; GBP 40,000 - 65,000; Full time

Job summary

Quilter Financial Planning is seeking an experienced Financial Adviser to join their partner firm. You will provide fully holistic financial advice to a diverse client base and support investment professionals to cultivate strong client relationships.

The role emphasizes delivering comprehensive financial guidance, maintaining high confidentiality, and contributing to the growth of client portfolios through trusted advisory services.

Qualifications

• Must hold a Diploma in Financial Advice.
• Experience in industry sales and investment advisory.
• Ability to analyse financial data and explain complex information.
• Excellent interpersonal and client-facing skills.

Responsibilities

• Provide fully holistic financial advice to a varied range of clients.
• Support investment professionals to cultivate client relationships.

Skills

Understanding complex information

Research and analysis

Listening and communication

Client confidentiality

Strong understanding of the investment

Excellent interpersonal skills

Industry Sales experience

Education

Diploma in Financial Advice

Development support to achieve Chartered status

Tools

Full Administration Service

Full Paraplanning Support

Job description

Quilter Financial Planning is seeking an experienced Financial Adviser to join their partner firm. You will provide fully holistic financial advice to a diverse client base and support investment professionals to cultivate strong client relationships.

The role emphasizes delivering comprehensive financial guidance, maintaining high confidentiality, and contributing to the growth of client portfolios through trusted advisory services.