Senior Financial Consultant

19 hours ago

Dumfries Galloway, United Kingdom Quilter Financial Planning Full time
Senior Financial Adviser

We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.

Key Responsibilities:
  • Provide thoughtful, personalized financial planning advice and enjoy getting to know clients and their unique goals.
  • Meet with and recruit prospective and new clients and develop relationships with professionals that will result in new client referrals for the business.
  • Deliver trusted financial advice while understanding each client's goals.

At Advice for Life Financial Planning, we specialize in delivering wealth management solutions that are as unique and individual as our clients. Our team includes financial advisors and mortgage advisers, as well as a client service and operations team.

Requirements:
  • 5 years of experience in financial advisory work.
  • Designated Level 4 qualified advisor.
  • Ability and willingness to network and develop new client relationships.
  • Working knowledge of investment management.
  • Detail-oriented with good multi-tasking skills.
  • Excellent oral and written communication capabilities.
  • Positive attitude with an open mind.
  • Good IT skills desirable.
Benefits:
  • Option of Employed or Self-Employed.
  • Company Pension.
  • Sick Pay.
  • Death in Service.
  • 35 Days Paid Holidays (includes stat/bank holidays).
  • Competitive Salary.
  • Client Bank Provided.
  • Attractive and Achievable Bonus Scheme.
  • Hybrid Working.

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