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Himalayas · Partner listing

Employed Financial Adviser UK Wide

Quilter Financial Planning

⌖ United Kingdom£40,000 – £50,000 / yearRemoteNot specified · Not specified

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