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Direct message the job poster from Quilter Financial Planning
Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.
CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE AND HAVE A TRANSFERRABLE CLIENT BANK
One of Quilter's partner firms, Mason Cole Wealth Management, based in the Bury area, is currently seeking an experienced Financial Adviser to join their team. The role involves providing holistic financial advice to a diverse client base and supporting investment professionals in cultivating client relationships.
Skills
* Understanding complex information and analyzing financial data
* Research and analysis
* Maintaining client confidentiality
* Listening and communication skills
* 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
Location: Mason Cole Wealth Management, 21 Broad Street, Bury, BL9 0DA
Additional Details
* Seniority Level: Not Applicable
* Employment Type: Full-time
* Job Function: Finance
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