Wealth Management Professional

2 weeks ago


London, Greater London, United Kingdom Quilter Financial Advisers Full time
Job Opportunity

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.



  • London, Greater London, United Kingdom AAG Wealth Management Full time

    AAG Wealth ManagementOur company prides itself on its culture and provides a holistic approach to wealth management. We have experienced significant growth, with over £800 million in Funds Under Management (FUM). Our Financial Education division and Mortgages team offer exceptional service.This opportunity is ideal for individuals seeking to advance their...


  • London, Greater London, United Kingdom AAG Wealth Management Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Manager. This is an exciting opportunity for someone looking to take their career in wealth management to the next level.As a key member of our team, you will be working alongside a Senior Wealth Manager and their growing team to provide...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Wealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...


  • London, Greater London, United Kingdom AAG Wealth Management Full time

    About UsWe are a leading FTSE 100 UK Wealth Management company distributing a range of investment and retirement products and financial solutions to a high net worth client base. With funds under management exceeding £160 billion, we offer a comprehensive Training and Development programme.This Associate Wealth Manager role is perfect for ambitious...


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    We are looking for a motivated and results-driven Wealth Management Development Manager to join our team at Skybound Wealth Management. In this role, you will play a key part in driving business growth and expanding our presence in the wealth management sector.The main focus of this position is to identify and pursue new business opportunities, developing...


  • London, Greater London, United Kingdom Hoxton Wealth Full time

    OverviewHoxton Wealth is a leading provider of wealth management services, offering a unique opportunity for individuals to build a rewarding career in this field.The company provides comprehensive training and support to ensure success in the role, with a focus on developing resilience, determination, and ambition.


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Enver Wealth Management Ltd. is committed to helping talented individuals achieve their career goals as Trainee Financial Advisors. With our comprehensive training program and competitive compensation package, you can develop a successful career in wealth management. Our goal is to empower you with the skills and knowledge necessary to excel in this field...


  • London, Greater London, United Kingdom AFH Wealth Management Full time

    Wealth Management and Financial Planning ExpertAFH Wealth Management is seeking a seasoned financial planner to join our team as a self-employed or employed adviser.In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to help them achieve their goals.This position offers flexible working...


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    Job OverviewSkybound Wealth Management is seeking a talented Business Development Manager to join our team. As a Business Development Manager, you will play a crucial role in driving business growth and revenue expansion.Main ResponsibilitiesTo identify and pursue new business opportunities and lead generationTo develop and maintain relationships with key...


  • London, Greater London, United Kingdom Tanager Wealth Management Full time

    We are seeking a highly organized and detail-focused individual to join our client services team as a Client Services Associate. This role requires a strong understanding of financial services, including AML & KYC, and the ability to work effectively in a fast-paced environment.About the RoleAs a Client Services Associate, you will be responsible for...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    About Enver Wealth Management Ltd.At Enver Wealth Management Ltd., we pride ourselves on providing comprehensive financial solutions to individuals and families. Our experienced team of financial planners works closely with clients to understand their unique needs and goals.We are currently seeking a Financial Advisor to join our team in Kingsway, London....


  • London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full time

    Job OverviewWe are seeking an experienced Financial Wealth Manager to join our team at LOM Financial Group - Wealth Management.


  • London, Greater London, United Kingdom NOVA Wealth Full time

    About NOVA WealthWe're transforming the financial advice industry by combining technology and human expertise to deliver better customer outcomes at a lower cost.This role is perfect for those who want to build a game changer in the advice industry, empowering customers to make smarter financial decisions and live their dream lives.Develop comprehensive...


  • London, Greater London, United Kingdom AFH Wealth Management Full time

    Career OpportunityA highly rewarding opportunity exists for a skilled financial advisor to work independently or employed with our forward-thinking financial services provider.As a key member of our team, you will be responsible for developing personalized financial solutions for our valued clients, leveraging your expertise to foster long-term relationships...


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    Job TitleWe are seeking a talented and driven Business Development Executive to join our team at Skybound Wealth Management. As a key member of our team, you will be responsible for driving business growth and developing new revenue streams.The ideal candidate will have a proven track record in sales and business development, with excellent leadership and...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Salary and BenefitsThe estimated annual salary for this role is £27,500, depending on experience.We provide an estimated salary of £25,000 - £30,000 per year, depending on experience.Enver Wealth Management offers both employed and self-employed positions for the right candidates.


  • London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full time

    Company OverviewLOM Financial Group is a prominent, full-service investment firm based in Bermuda, with affiliations in the Cayman Islands and the Bahamas. Our organization boasts a significant global presence, with offices in the Bahamas, Grand Cayman, and the UK.Salary and BenefitsThe compensation package for this position is highly competitive, ranging...


  • London, Greater London, United Kingdom Tanager Wealth Management Full time

    We Are GrowingTanager Wealth Management is a fast-growing business that provides financial planning and investment management services to Anglo-American households in the UK and the USA. We specialize in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.About the RoleThis role...


  • London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full time

    Key ResponsibilitiesAn experienced Wealth Creation Advisor will be responsible for providing expert financial advice and planning, including investments, banking products, and credit, to our international clientele.Salary InformationThe estimated annual salary range for this role is $150,000 - $400,000+, commensurate with experience and assets under...


  • London, Greater London, United Kingdom NOVA Wealth Full time

    NOVA Wealth OverviewAs a leading player in the UK's financial advice market, NOVA Wealth is dedicated to empowering our customers to make informed decisions about their finances. We're committed to delivering exceptional service and reducing administrative tasks using cutting-edge technology.Our vision is to create a groundbreaking platform that provides...