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Ipswich

    Financial Advisor - Suffolk, United Kingdom - Quilter Financial Planning

    Default job background
    Part time, Full time Accounting / Finance
    Description
    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser 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
  • Full Administration Service
  • Full Paraplanning Support
  • Development support to achieve Chartered status

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