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Wealth Management Consultant
2 months ago
Role Overview
We are seeking a highly skilled and experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to our clients, helping them to achieve their long-term financial goals.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
- Provide ongoing investment advice and guidance to clients, ensuring that their investments are aligned with their financial goals and risk tolerance.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring that their needs are met.
- Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice.
Requirements
- Proven experience as a Financial Advisor, with a strong track record of delivering high-quality advice and service to clients.
- Strong knowledge of financial planning and investment products, including pensions, investments, 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 and meeting deadlines.
What We Offer
As a Financial Advisor at Quilter Financial Planning, you will have the opportunity to work with a talented team of professionals, providing expert advice and guidance to clients. We offer a competitive salary and benefits package, as well as ongoing training and development opportunities to help you achieve your career goals.
