Financial Services Expert

3 days ago


Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time
Job Title: Financial Services Expert

We are seeking a highly skilled Financial Services Expert to join our team at Quilter Financial Advisers. As a Financial Services Expert, you will play a crucial role in helping individuals make wise and profitable decisions to meet their financial goals.

The ideal candidate will have proven experience as a financial planner, with the ability to analyse financial information and comply with regulations. You will be proficient in MS Office and CRM systems, and hold a Diploma in Financial Services.

In this role, you will prepare sound financial plans to ensure clients meet their targets, advise clients on current financial issues, and generate new business opportunities. You will also maintain and update your knowledge of regulations, practices, and financial products to stay up-to-date in the industry.

About the Role:

  1. You will work closely with clients to understand their financial needs and create tailored solutions to meet those needs.
  2. You will develop and implement comprehensive financial plans that align with clients' goals and objectives.
  3. You will identify opportunities for growth and expansion, and work to build strong relationships with clients and partners.
  4. You will stay up-to-date with industry developments and best practices, and apply that knowledge to improve client outcomes.

Benefits:

  1. A competitive salary of approximately £40,000 - £60,000 per annum, depending on experience.
  2. The opportunity to work with a leading financial services provider, with access to industry-leading training and development programs.
  3. A collaborative and supportive team environment, with opportunities for career advancement and professional growth.
  4. A comprehensive benefits package, including health insurance, pension scheme, and annual leave.


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