Holistic Financial Adviser (Level 4 Dip) – Birmingham

Holistic Financial Adviser (Level 4 Dip) – Birmingham

Birmingham Full-Time 49500 - 60500 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide holistic financial advice and support clients in achieving their financial goals.
  • Company: Join Quilter Financial Planning, a leading firm in the financial services industry.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Exciting opportunity for growth in a dynamic Birmingham-based team.
  • Why this job: Make a real difference in clients' lives while advancing your career in finance.
  • Qualifications: Must hold UK Level 4 Diploma in Financial Advice and have strong interpersonal skills.

The predicted salary is between 49500 - 60500 Β£ per year.

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.

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Holistic Financial Adviser (Level 4 Dip) – Birmingham employer: Quilter Financial Planning

Quilter offers an exceptional working environment for Financial Advisers in Exeter, combining a competitive salary with a generous commission structure and hybrid working options. The firm prides itself on its collaborative culture, providing ample opportunities for professional growth and a clear pathway to business ownership, making it an ideal choice for ambitious individuals looking to make a meaningful impact in their careers.

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Contact Details:

Quilter Financial Planning Recruitment Team

We think you need these skills to ace Holistic Financial Adviser (Level 4 Dip) – Birmingham

Holistic Financial Advice
UK Level 4 Diploma in Financial Advice
Industry Sales Experience
Understanding of Investment Business
Interpersonal Skills
Client Relationship Management
Financial Planning