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Employed Financial Adviser UK Wide

Employed Financial Adviser UK Wide

Quilter Financial PlanningUnited Kingdom
19 days ago
Job type
  • Full-time
Job description

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If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!

Requirements

Responsibilities :

  • Provide Financial Planning support to clients
  • Provide full holistic financial advice to a varied range of clients
  • Support investment professionals to cultivate client relationships

Skills

  • Understanding complex information - Analysing financial data
  • Research and analysis - Client confidentiality
  • Listening and communication - Record keeping
  • Diploma in Financial Advice
  • Some Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills
  • Qualifications :

  • Diploma in Financial Advice
  • Some Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills
  • Full Administration Service
  • Full Paraplanning Support
  • Development support to achieve Chartered status
  • J-18808-Ljbffr

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    Financial Adviser • United Kingdom