Financial Advisor

** 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.

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

• Competitive renumeration package
• Back-office support

Mason Cole Wealth Management

Lester House

21 Broad Street

Bury

BL9 0DA