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Wealth Management Consultant

2 months ago


Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time
About the Role

As a Financial Advisor with Quilter Financial Advisers, you will play a crucial role in helping individuals achieve their financial goals. Our team is dedicated to providing exceptional service and expertise to our clients, and we are seeking a talented professional to join our ranks.

Key Responsibilities
  • Develop and implement comprehensive financial plans to meet clients' needs and goals
  • Analyze financial information and provide expert advice on investment strategies and wealth management
  • Build and maintain strong relationships with clients, understanding their unique financial situations and objectives
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance and best practices
  • Collaborate with colleagues to share knowledge and expertise, driving business growth and success
Requirements
  • Proven experience in financial planning and wealth management
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts
  • Proficiency in MS Office and CRM systems, with a willingness to learn and adapt to new technologies
  • Diploma in Financial Services or equivalent qualification
What We Offer
  • A dynamic and supportive work environment, with opportunities for professional growth and development
  • A competitive salary and benefits package, reflecting your individual performance and contributions
  • The chance to work with a leading financial services provider, with a strong reputation for excellence and integrity