Senior Wealth Manager Position

3 days ago


Southampton, Southampton, United Kingdom Quilter plc Full time

We are seeking a Senior Wealth Manager to join our team at Quilter plc. As part of expansion plans for the Advice Hub, this newly formed team will be based in our flagship Southampton Office. The successful candidate will work with customers to identify financial requirements and needs, recommending suitable investment and advice vehicles to support customers' financial goals.

This is a permanent position, with leads provided, a dedicated support team, and in-house paraplanning services available. Located within a commutable distance from Southampton or be prepared to relocate at your expense, you will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning.

The ideal candidate will have previous or current Financial Planner status with a minimum of 3 years' experience and demonstrable success in onboarding new clients into an advice proposition. You must have your Level 4 diploma in Financial Advice to be considered for this opportunity.

About the Benefits
  • Competitive salary of $45,000 - $60,000 per annum, depending on experience
  • Bonus opportunities
  • Comprehensive benefits package, including 182 hours (26 days) holiday
  • Quilter Incentive Scheme
  • Pension Scheme
  • Private Medical Insurance
  • Life Assurance


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