Financial Advisor
Job in
Dundee, Dundee City Area, DD1, Scotland, UK
Listed on 2026-09-04
Listing for:
Quilter Financial Planning
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
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 clients and support investment professionals to cultivate client relationships
Skills- Understanding complex information
- Analysing financial data - 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
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
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