Financial Advisor

About the Role

Quilter Financial Planning's partner firm in Birmingham is searching for experienced financial advisers to deliver comprehensive, holistic financial guidance to their clients. This position requires candidates to have a UK Level 4 Diploma in Financial Advice and be UK residents. It is important to note that this role is strictly focused on financial advice and does not involve accountancy duties.

Responsibilities and Skills

• Analyze complex financial information and data thoroughly.
• Work effectively as part of a team and foster collaboration.
• Maintain consistency and demonstrate high proficiency in tasks.
• Exhibit professionalism and adapt to varying client needs.
• Conduct detailed research and analysis while upholding strict client confidentiality.
• Communicate clearly and listen actively; maintain accurate records.

Qualifications and Experience

• Possess a Diploma in Financial Advice (Level 4 UK qualification).
• Have prior experience in sales within the financial industry.
• Possess a strong understanding of the investment sector and business practices.
• Demonstrate excellent interpersonal and communication skills.

Benefits

• Competitive salary structure with performance-based bonuses.
• Comprehensive administrative support available.
• Access to full paraplanning assistance to support advisory work.