Financial Advisor

Sevenoaks Full-Time 28800 - 48000 £ / year (est.) No home office possible

Quilter Financial Planning is looking to connect with financial advisers across the UK to discuss existing opportunities within the company.

CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE

One of Quilter\’s partner firms is currently looking to recruit an experienced Financial Adviser on an employed basis to join their team and provide fully holistic financial advice to a varied range of clients, supporting investment professionals to cultivate client relationships.

Responsibilities:

Provide comprehensive financial advice to clients.
Support investment professionals in client relationship management.

Skills:

Understanding complex information and analysing financial data.
Research and analysis while maintaining client confidentiality.
Effective listening and communication, along with 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.

Employment Details:

Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance

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Financial Advisor employer: Quilter Financial Planning

As a Financial Advisor with one of Quilter's esteemed partner firms, you will thrive in a supportive environment that prioritises professional growth and client relationships. Enjoy a competitive salary and bonus package, alongside comprehensive back-office support, all while working in a collaborative culture that values adaptability and excellence in service delivery.