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Wealth Management Consultant

2 months ago

Hampshire, United Kingdom Quilter Financial Planning Full time £40,000
Job Opportunity at Quilter Financial Planning

About the Role

We are seeking a highly skilled and experienced Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
  • Provide ongoing investment advice and guidance to clients, ensuring their portfolios are aligned with their financial objectives.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.

Requirements

  • Proven experience as a Financial Adviser, with a strong track record of delivering high-quality financial planning and investment advice.
  • 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 exceptional customer service.

What We Offer

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities, to ensure you stay up-to-date with industry developments and best practices.
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.

How to Apply

If you are a motivated and experienced Financial Adviser looking for a new challenge, please submit your application, including your CV and a cover letter outlining your experience and qualifications.