Wealth Management Advisor
7 days ago
**About the Role**
Quilter Financial Planning is seeking an experienced Financial Advisor to join their team and provide comprehensive financial guidance to high net-worth clients. The ideal candidate will have a strong understanding of the investment business and excellent interpersonal skills.
**Key Responsibilities**
- Provide holistic financial advice to clients, including investment guidance and wealth management
- Support investment professionals in cultivating client relationships and developing business
- Collaborate with the team to achieve business objectives and deliver exceptional client service
- Stay up-to-date with industry developments and regulatory requirements
**Requirements**
- Diploma in Financial Advice or equivalent qualification
- Industry sales experience and a strong understanding of the investment business
- Excellent interpersonal and communication skills
- Ability to work in a team environment and build strong relationships with clients and colleagues
**What We Offer**
- Full administration support and paraplanning services
- Development opportunities to achieve Chartered status
- A dynamic and supportive team environment
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