Senior Financial Consultant

2 months ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
About the Role

We are seeking a highly motivated and driven Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients and helping them achieve their long-term financial goals.

Key Responsibilities
  • Develop and implement personalized financial plans for clients, taking into account their unique financial situations and goals.
  • Provide ongoing financial guidance and support to clients, including investment advice and retirement planning.
  • Build and maintain strong relationships with clients, understanding their needs and preferences.
  • Stay up-to-date with industry developments and regulatory changes, ensuring that clients receive the best possible advice.
Requirements
  • Proven experience as a Financial Adviser, with a strong track record of delivering excellent client outcomes.
  • Strong knowledge of financial products and services, including investments, pensions, and tax planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a strong focus on delivering results.
What We Offer
  • A competitive salary of £60,000, with opportunities for bonus and career progression.
  • A comprehensive benefits package, including pension, health insurance, and flexible working arrangements.
  • Ongoing training and development opportunities, to help you stay up-to-date with industry developments and best practices.
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.


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