Self-Employed Financial Adviser - Clients Provided
Quilter Financial Planning, United Kingdom

Clydevalley Financial Solutions Limited are a Financial Adviser firm based in Wishaw.

When you are looking for your local financial adviser in Wishaw then we encourage you to speak to our team. We have built up a large database of products and knowledge that is designed to help people make the most of their wealth and avoid unnecessary tax.

Requirements

Responsibilities:

• Provide Financial Planning support to clients
• Provide full holistic financial advice to a varied range of clients
• Support investment professionals to cultivate client relationships

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
• 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

Benefits

• Full Administration Service
• Full Paraplanning Support
• Development support to acheive Chartered status

Job Rewards and Benefits