Holistic Financial Advisor | Diploma Required | Bonus

Company: Quilter Financial Planning
Apply for the Holistic Financial Advisor | Diploma Required | Bonus
Location: Bury St Edmunds
Job Description:

Quilter Financial Planning in the United Kingdom seeks a Financial Adviser to join one of our Partner Firms based in Bury, Lancashire, to provide fully holistic financial advice to clients. Candidates must hold UK Level 4 Diploma in Financial Advice and possess a solid grasp of the investment business, with strong interpersonal and communication skills.

The role requires analyzing client needs, conducting reviews, and maintaining records with strict confidentiality, while delivering quality

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Posted: October 26th, 2026