Department:Finance
Type:HYBRID
Region:Birmingham, England
Location:Staffordshire, England, United Kingdom
Experience:Mid-Senior level
Estimated Salary:£35,000 - £55,000
Skills:
DIPLOMA IN FINANCIAL ADVICEANALYSING FINANCIAL DATARESEARCH AND ANALYSISCLIENT CONFIDENTIALITYRECORD KEEPINGINVESTMENT BUSINESS UNDERSTANDINGINTERPERSONAL
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Job Description

Posted on: July 1, 2026

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **

One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of existing and new clients.

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

·Strong understanding of the investment business

·Excellent interpersonal skills

Qualifications:

·Diploma in Financial Advice

·Strong understanding of the investment business

·Excellent interpersonal skills

Benefits

-Competitive basic salary with strong bonus structure

·Paraplanning and admin support

·Hybrid working arrangement

·Private Medical Insurance, pension scheme, Death in service benefits

Originally posted on LinkedIn

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