Investment Advice Consultant

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 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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