Investment Advice Consultant
2 weeks ago
Job Summary:
We are seeking an experienced Chartered Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial advice to high net-worth clients. The successful candidate will work closely with investment professionals to develop client relationships and provide holistic financial solutions.
Key Responsibilities:
- Analyzing complex financial data to provide informed advice
- Collaborating with colleagues to build strong client relationships
- Developing and maintaining a deep understanding of the investment business
- Providing exceptional interpersonal skills to communicate effectively with clients
- Staying up-to-date with industry developments and regulatory requirements
Requirements:
- Chartered level in Financial Advice
- Industry experience in sales and financial services
- Strong understanding of the investment business and regulatory environment
- Excellent communication and interpersonal 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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