Personal Finance Specialist

1 day ago


Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time
Join Our Team of Financial Experts

As a Financial Advisor with Quilter Financial Advisers, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service.

Estimated Salary: £60,000 - £80,000 per annum

Your Key Responsibilities
  1. Develop and implement personalized financial plans for clients.
  2. Provide expert advice on investment and pension strategies.
  3. Build strong relationships with clients and referrals to drive business growth.
  4. Stay up-to-date with industry developments and regulatory changes.
Requirements
  • Proven experience in a related field such as financial planning or wealth management.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Diploma in Financial Services or equivalent qualification.


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