Financial Adviser - Pensions and Investments
Financial Adviser - Pensions and Investments

Financial Adviser - Pensions and Investments

Bury Full-Time No home office possible
Q

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE AND HAVE A TRANSFERRABLE CLIENT BANK **
One of Quilter\’s partner firms, Mason Cole Wealth Management who are based in the Bury area are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships.

Skills
Understanding complex information – Analysing financial data
Team building – Collaboration
Consistency – Proficiency
Professionalism – Adaptability
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

Benefits
Competitive renumeration package
Back-office support

Mason Cole Wealth Management
Lester House
21 Broad Street
Bury
BL9 0DA

Q

Contact Detail:

Quilter Financial Planning Recruiting Team

Financial Adviser - Pensions and Investments
Quilter Financial Planning
Q
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