Chartered Financial Services Advisor

2 weeks ago


Telford, Telford and Wrekin, United Kingdom Quilter Financial Planning Full time

Job Summary:

We are seeking an experienced Chartered Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will provide fully holistic financial advice to a range of high net-worth clients and support investment professionals to cultivate client relationships.

Key Responsibilities:

  • Analyzing complex financial data to provide informed advice to clients
  • Collaborating with investment professionals to develop and maintain strong client relationships
  • Developing and implementing comprehensive financial plans to meet clients' needs
  • Staying up-to-date with industry developments and regulatory requirements
  • Providing exceptional customer service and ensuring client satisfaction

Requirements:

  • Chartered level in Financial Advice
  • Industry experience in financial services
  • Strong understanding of the investment business
  • Excellent interpersonal and communication skills

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package


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