Hybrid Financial Adviser (UK) with Paraplanning Support

Quilter Financial Planning; Cannock Wood; Hybrid; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Competitive basic salary with strong bonus structure

Paraplanning and admin support

Private Medical Insurance

Pension scheme

Death in service benefits

Job summary

A financial advisory firm in the UK is seeking an experienced Financial Adviser to join its company. The role involves providing holistic financial advice to a diverse client base. Applicants must hold a UK Level 4 Diploma in Financial Advice and possess strong skills in communication and analysis. This position offers a competitive salary, bonus structure, and a hybrid working arrangement with additional benefits like private medical insurance.

Qualifications

• Must hold a UK Level 4 Diploma in Financial Advice.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

• Provide fully holistic financial advice to a varied range of existing and new clients.

Skills

Understanding complex information - Analysing financial data

Professionalism - Adaptability

Research and analysis - Client confidentiality

Listening and communication - Record keeping

Strong understanding of the investment business

Excellent interpersonal skills

Education

Diploma in Financial Advice

Job description

A financial advisory firm in the UK is seeking an experienced Financial Adviser to join its company. The role involves providing holistic financial advice to a diverse client base. Applicants must hold a UK Level 4 Diploma in Financial Advice and possess strong skills in communication and analysis. This position offers a competitive salary, bonus structure, and a hybrid working arrangement with additional benefits like private medical insurance.