Financial Advisor

Company: Quilter Financial Planning
Apply for the Financial Advisor
Location: Sevenoaks
Job Description:

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **

One of Quilter’s partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis 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 salary and bonus package
  • Back-office support

Posted: April 28th, 2025