Wealth Management Consultant
3 weeks ago
Are you a seasoned Wealth Management Consultant looking for a more supportive environment? This position may be the perfect fit for you. It presents an exceptional opportunity for experienced professionals who are seeking relief from the challenges of client acquisition and administrative responsibilities.
Quilter Financial Planning stands as a prominent player in the financial services sector, providing an outstanding opportunity for Wealth Management Consultants on both employed and self-employed terms. The positions are available for advisors eager to expand their expertise and grow within a robust network throughout the UK.
Key Advantages:
- Professionally generated client leads
- Competitive compensation packages
- Comprehensive administrative support
- Targeted training programs
- Established infrastructure with national reach
- Potential for enhanced earnings
Position Summary:
- Guide clients in making sound financial choices
- Develop comprehensive financial strategies
- Provide counsel on various financial matters
- Attract new business opportunities
- Tailor plans to meet individual client requirements
- Foster and sustain client relationships
- Remain informed about industry regulations and product offerings
Candidate Profile:
- Demonstrated experience in financial planning
- Capability to assess financial data
- Familiarity with MS Office and CRM systems
- Meticulous attention to detail and strong numerical skills
- High ethical standards and a client-focused mindset
- Exceptional communication abilities
- Qualification in Financial Services
Essential Qualifications:
- Certification in Financial Advice
- Experience in sales within the industry
- Knowledge of investment and pension sectors
- Strong interpersonal skills
- Drive and ambition
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