← Back to all jobs
Q

Employed Financial Adviser UK Wide

Quilter Financial Planning

8h ago

0$40k - $50kFinanceUnited Kingdomhimalayas
Financial-ServicesFinancial-PlanningFinancial-AdvisorInvestment-AdviceWealth-ManagementMid-level

Job Description

ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS? If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!RequirementsResponsibilities:Provide Financial Planning support to clientsProvide full holistic financial advice to a varied range of clientsSupport investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial data Team building - Collaboration Consistency - ProficiencyProfessionalism - Adaptability Research and analysis - Client confidentiality Listening and communication - Record keepingDiploma in Financial AdviceSome Industry Sales experienceStrong understanding of the investment businessExcellent interpersonal skillsQualifications:Diploma in Financial AdviceSome Industry Sales experienceStrong understanding of the investment businessExcellent interpersonal skills BenefitsFull Administration ServiceFull Paraplanning SupportDevelopment support to achieve Chartered statusClient providedSalary range £40,000 to £50,000Originally posted on Himalayas