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Holistic Financial Adviser Level 4 Diploma

Job in Cumbernauld, North Lanarkshire, G67, Scotland, UK
Listing for: Quilter Financial Planning
Full Time position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
Position: Holistic Financial Adviser Level 4 Diploma)

Quilter Financial Planning is recruiting an experienced Financial Adviser to join their team in Scotland. The role involves providing holistic financial advice to a diverse client base while supporting investment professionals in fostering client relationships.

Applicants must have a UK Level 4 Diploma in Financial Advice and should possess industry sales experience along with a strong understanding of investment business principles. Excellent interpersonal skills are also essential for success in this role.

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