Wealth Management Expert

4 days ago


Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time

We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team.

As a Senior Financial Advisor at Quilter Financial Planning, you will be responsible for meeting with clients regularly to provide trusted financial advice that always serves the client's best interests.

The ideal candidate should have 5+ years of experience in financial advisory work and must be a designated Level 4 qualified advisor.

Key Responsibilities:

  • Meet with clients regularly to understand their goals and provide personalized financial planning advice
  • Develop relationships with professionals to result in new client referrals
  • Provide thoughtful and expert financial guidance to clients

Requirements:

  • Ideally 5+ years of experience in financial advisory work
  • Must be a designated Level 4 qualified advisor
  • Ability and willingness to network and develop new client relationships

Benefits:

  • Competitive salary: £80,000 - £120,000 per annum
  • Option of employed or self-employed status
  • Company pension scheme
  • 35 days paid holiday
  • Hybrid working arrangement


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