Holistic Financial Advisor – UK Level 4 Diploma (Worcester)

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

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