Quilter Woodbridge, England, United Kingdom
Overview
Base pay range information is provided by Quilter. Actual pay will be based on skills and experience; speak with your recruiter to learn more.
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
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Other
Industries
* IT Services and IT Consulting
Referrals increase your chances of interviewing at Quilter. Get notified about new Financial Advisor jobs in Woodbridge, England, United Kingdom.
#J-18808-Ljbffr