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Wealth Management Consultant

2 months ago

Oakham, Rutland, United Kingdom Quilter Financial Planning Full time £60,000
Job Description

We are seeking a highly skilled Financial Advisor to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.

Key Responsibilities:
  • Conduct thorough financial assessments to identify clients' needs and goals
  • Develop and implement personalized financial plans to help clients achieve their objectives
  • Provide ongoing financial guidance and support to clients, including investment advice and wealth management strategies
  • Stay up-to-date with industry developments and regulatory changes to ensure clients receive the best possible advice
Requirements:
  • Proven experience as a Financial Advisor or in a related field
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team