Financial Advisor in Cardiff

Financial Advisor in Cardiff

Cardiff Full-Time No home office possible
Quilter Financial Planning

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE AND HAVE UK RESIDENCY **


** PLEASE NOTE - THIS IS NOT AN ACCOUNTANCY ROLE **


One of Quilter's Partner Firms are seeking an experienced financial adviser in the Cardiff and surrounding areas to provide fully holistic financial advice to their clients.


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

  • Understanding of the investment business

  • Excellent interpersonal skills

  • Excellent renumeration with bonus structure

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Quilter Financial Planning

Contact Detail:

Quilter Financial Planning Recruiting Team