Wealth Management Professional
2 weeks ago
We are seeking a talented Wealth Management Professional to join our team at Quilter Financial Advisers.
The ideal candidate will have a strong background in wealth management, with experience in developing and implementing financial plans that meet client objectives.
This is an exciting opportunity for a motivated individual to build a successful career in wealth management, working with a leading advisory business in the UK.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, incorporating investment products, retirement planning, and tax-efficient strategies
- Provide expert advice on estate planning, inheritance tax, and other complex financial issues
- Build strong relationships with clients, delivering exceptional customer service and ensuring their ongoing satisfaction
- Maintain up-to-date knowledge of industry regulations, best practices, and market trends
Requirements:
- Proven experience as a financial planner or adviser, with a strong background in wealth management
- Diploma in Financial Services or equivalent qualification
- Strong analytical and problem-solving skills, with excellent communication and interpersonal abilities
- Ability to work independently, with minimal supervision, and as part of a dynamic team
Estimated Salary: £50,000 - £80,000 per annum
About Quilter Financial Advisers:
We are a leading advisory business in the UK, dedicated to providing high-quality financial planning services to individuals and families. Our team of experienced advisers are committed to delivering exceptional results and building long-term relationships with our clients.
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