Quilter Financial Planning
Financial Advisor
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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 who are based in the Bury area 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.
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Skills
- Understanding complex information - Analysing financial data
- Team building - Collaboration
- Consistency - Proficiency
- Professionalism - Adaptability
- Research and analysis - Client confidentiality
- Listening and communication - Record keeping
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Qualifications:
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits
- Competitive renumeration package
- Back-office support
Mason Cole Wealth Management
Lester House
21 Broad Street
Bury
BL9 0DA
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