Wealth Management Specialist

6 days ago


Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

**About the Role**

Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.

**Key Responsibilities**

  • Analyzing complex financial data to provide informed advice
  • Collaborating with colleagues to build strong client relationships
  • Developing and maintaining a deep understanding of the investment business
  • Providing exceptional customer service and support
  • Staying up-to-date with industry developments and best practices

**Requirements**

  • Diploma in Financial Advice or equivalent
  • Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal and communication skills

**What We Offer**

  • Full administration support
  • Paraplanning assistance
  • Development opportunities to achieve Chartered status


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