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Investment Guidance Consultant

2 months ago

Cornwall, United Kingdom Quilter Financial Planning Full time
Job Opportunity at Quilter Financial Planning

About the Role:

We are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will be responsible for providing fully holistic financial advice to a diverse range of clients and supporting investment professionals in cultivating client relationships.

Key Responsibilities:

  • Analyzing complex financial data to provide informed advice to clients
  • Collaborating with colleagues to build strong client relationships and drive business growth
  • Developing and maintaining a deep understanding of the investment business and its complexities
  • Providing exceptional client service and ensuring client confidentiality
  • Staying up-to-date with industry developments and regulatory requirements

Requirements:

  • Diploma in Financial Advice or equivalent qualification
  • Proven industry sales experience and a strong understanding of the investment business
  • Excellent interpersonal and communication skills

What We Offer:

A competitive salary package, negotiable based on experience, and opportunities for professional growth and development within a dynamic and supportive team environment.