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Wealth Management Consultant
2 months ago
Are you a seasoned Wealth Management Consultant looking for a more supportive environment? This position offers a remarkable 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 exceptional 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 Requirements:
- Demonstrated experience as a financial advisor
- 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
Preferred Qualifications:
- Certification in Financial Advice
- Experience in sales within the industry
- Knowledge of investment and pension sectors
- Strong interpersonal skills
- Drive and ambition
