Wealth Management Advisor

7 days ago


Leicestershire, United Kingdom Quilter Financial Planning Full time
Job Overview

**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

  • Financial Advisor

    1 month ago


    Leicestershire, United Kingdom Service Care Legal Full time

    Service Care Solutions are currently recruiting on behalf of a local authority in Leicestershire, for a Financial Advisor to join their team. Job Description Require innovative and dynamic individuals with a working knowledge of school's financial management system, for example SIMS FMS, ACCESS. A clear understanding of school financial management...

  • Financial Advisor

    1 month ago


    Leicestershire, United Kingdom Service Care Legal Full time

    Service Care Solutions are currently recruiting on behalf of a local authority in Leicestershire, for a Financial Advisor to join their team.Job Description Require innovative and dynamic individuals with a working knowledge of school's financial management system, for example SIMS FMS, ACCESS.A clear understanding of school financial management processes,An...


  • Leicestershire, United Kingdom GCS Recruitment Specialists Ltd Full time

    Local Authority in the search for a Housing Choices Advisor. This is a Contract role based in Leicestershire, initially for a period of 3 months. Here are the details of the position: Job title: Housing Choices Advisor Location: Leicestershire Type: Contract - Rates: £14.74 - £18.35 per hour - Start Date: ASAP - Working Hours: 36.25 hours per week -...


  • Leicestershire, United Kingdom ER Recruitment Limited Full time

    Customer Service AdvisorSyston, Leicestershire - Hybrid working£25,229 p.a. + bonuses Do you enjoy being on the phones building rapport & handling customer queries?Have you previously worked in a call centre or customer service office environment?Would you like to be a part of a modern, innovate leader who are continuing to grow? The Company:ER Recruitment...


  • Leicestershire, United Kingdom Leicestershire County Council Full time

    Organisation: Leicestershire County Council Work Location: Field Based Worker Category: Field Based Worker Salary: £29,784 - £32,004 per annum (pro rata for part time) Working Hours: 37 hours per week - Monday to Friday Contract Type: Permanent About the Role We are pleased to announce a vacancy for a Senior Personal Advisor within our Care Leavers Team....

  • Financial Advisor

    3 months ago


    Leicestershire, United Kingdom St. James’s Place Full time

    Are you an ambitious professional looking to progress your career? St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK. Operating in London, our largest and top performing practices have further...


  • Leicestershire, United Kingdom Leicestershire County Council Full time

    Organisation: Leicestershire County Council Work Location: County Hall Glenfield Worker Category: Field Based Worker Salary: £29,784 - £32,004 per annum (pro rata for part time) Working Hours: 37 hours per week - Mon Fri Contract Type: Permanent About the Role We are seeking a dedicated Extended Personal Advisor to join our Care Leavers Team. This role is...


  • Leicestershire, United Kingdom Leicestershire County Council Full time

    Organisation: Leicestershire County Council Work Location: County Hall Glenfield Worker Category: Field Based Worker Salary: £29,784 - £32,004 per annum (pro rata for part time) Working Hours: 37 hours per week - Monday to Friday Contract Type: Permanent About the Role We are pleased to announce a vacancy for a Senior Personal Advisor within the Care...


  • Leicestershire, United Kingdom BRITISH PSYCHOLOGICAL SOCIETY Full time

    Practice & CPD Policy Advisor We are seeking a Practice & CPD Policy Advisor to join our friendly and supportive Professional Practice and Development team at the British Psychological Society. The team delivers practice guidance and continuing professional development for Psychologists. The role involves producing professional guidance and CPD/training...


  • Leicestershire, United Kingdom BRITISH PSYCHOLOGICAL SOCIETY Full time

    Practice & CPD Policy Advisor We are seeking a Practice & CPD Policy Advisor to join our friendly and supportive Professional Practice and Development team at the British Psychological Society. The team delivers practice guidance and continuing professional development for Psychologists. The role involves producing professional guidance and CPD/training...

  • Client Care Advisor

    3 months ago


    Leicestershire, United Kingdom Vets for Pets Full time

    We're looking for a friendly Client Care Advisor to join our team here at Loughborough. If you enjoy providing great service and working in a team, we may have just the opportunity for you! What your typical day will look like: Your focus is to provide an exceptional service to our clients and the best care possible to their pets - providing a link between...


  • Leicestershire, United Kingdom Leicestershire County Council Full time

    About the RoleWe are a public sector owned professional buying organisation with ambitious plans for the future and are looking for a Customer Relationship Advisor to support in developing and fostering relationships with new and existing customers. The successful candidate will help enhance customer awareness and increasing usage of the team's frameworks as...


  • Leicestershire, United Kingdom Leicestershire County Council Full time

    About the RoleWe are a public sector owned professional buying organisation with ambitious plans for the future and are looking for a Customer Relationship Advisor to support in developing and fostering relationships with new and existing customers. The successful candidate will help enhance customer awareness and increasing usage of the team's frameworks as...


  • Leicestershire, United Kingdom Gleeson Recruitment Group Full time

    Position OverviewWe are excited to announce a new opportunity for a Compensation and Benefits Manager within our esteemed organization. This pivotal role offers the chance to influence and enhance the overall compensation framework and benefits portfolio for our thriving company.Compensation Package: Competitive salary up to £70k, along with a car allowance...


  • Leicestershire, United Kingdom James Andrews Recruitment Solutions Ltd Full time

    Job DescriptionWe are currently working in partnership with a fantastic financial services organization based in the UK, who are looking to appoint a People Advisor on a 12-month fixed-term contract, with the opportunity for a permanent role. It is an exciting time to join a great company that is entering a period of growth with plenty of development...

  • Outbound Advisor

    2 weeks ago


    Leicestershire, United Kingdom Macildowie Recruitment and Retention Full time

    Macildowie are working with an established business based in Leicestershire who are looking to recruit a Outbound Advisor role. In this role, you will spearhead proactive outreach efforts to potential customers, initiating high-quality conversations that uncover their needs and effectively position our products or services. You'll be responsible for the...


  • Leicestershire, United Kingdom Purple Rocket Full time

    Providing 1st line support to customersDealing with queries through webchat and email Purple Rocket Recruitment is working with an IT specialist in Leicester who is looking for an experienced customer service assistant. The company offers a fantastic work life balance with 2 days working in the office and 3 days working from home. This role would be...


  • Leicestershire, United Kingdom Precision People Full time

    **Customer Service Advisor** **Industrial Machinery / Mechanical Equipment** **80% Office-based / 20% Field-based** **Loughborough - LE12** **Up to 33,000 starting salary DOE** **Overtime, 31 days Holiday, Free On-Site Parking, Tools and test equipment provided, Fuel card, Credit card, Up to 20% discount on company products, Vehicle provided for work...


  • Leicestershire, United Kingdom Precision People Full time

    **Customer Service Advisor** **Industrial Machinery / Mechanical Equipment** **60% Office-based / 40% Field-based** **Loughborough - LE12** **Up to 35,000 starting salary DOE** **Overtime, 31 days Holiday, Free On-Site Parking, Tools and test equipment provided, Fuel card, Credit card, Up to 20% discount on company products, Vehicle provided for work...


  • Leicestershire, United Kingdom James Andrews Recruitment Solutions Ltd Full time

    We are currently working in partnership with a fantastic financial services outfit based in Leicestershire, who are looking to appoint a People Advisor on a 12-month FTC, with the opportunity for a permanent role. It is an exciting time to join a great company that is entering a period of growth with plenty of development opportunities.While professional...