Employed Financial Adviser UK Wide
Quilter Financial Planning
Source: Himalayas ↗
Location & working arrangement
Working arrangement is supplied by the provider. Check the original advert for attendance and travel requirements.
Provider location / applicant eligibility: United Kingdom
About the role
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!
Requirements
Responsibilities:
Provide Financial Planning support to clients
Provide full holistic financial advice to a varied range of clients
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
Full Administration Service
Full Paraplanning Support
Development support to achieve Chartered status
Client provided
Salary range £40,000 to £50,000
Originally posted on Himalayas
Skills mentioned in the listing
Financial planning
Recognised skills are extracted from the supplied description using canonical names and aliases. They are mentions, not verified essential requirements. Check the source advert for the employer’s full requirements and location restrictions.
Why these skills appear
Financial planning · mentioned
n you are EXACTLY who I am looking for! Requirements Responsibilities: Provide Financial Planning support to clients Provide full holistic financial advice to a varied range of clients Support investment professionals