Senior Wealth Manager
1 day ago
We are looking for a talented and ambitious individual to join our team at Quilter Financial Advisers. The successful candidate will have a proven track record in financial planning, with a strong focus on delivering exceptional results.
About the Job- Develop and implement comprehensive financial strategies to meet clients' goals and objectives
- Provide expert guidance on current financial matters and make informed recommendations
The key responsibilities of this role include:
- Managing a portfolio of clients, providing ongoing support and guidance
- Staying up-to-date with industry developments, regulatory requirements, and financial products
- Building strong relationships with clients, introducers, and other stakeholders
- Proven experience as a financial advisor (5+ years)
- Strong analytical and problem-solving skills, with ability to work under pressure
- Proficiency in MS Office and CRM systems, with experience of working with financial software
- Diploma in Financial Services or equivalent qualification
- Competitive salary (£60,000 - £80,000 per annum) + uncapped commission
- Opportunity to work independently, with flexibility to manage own diary and business development
- Use of the Quilter brand, with access to pre-qualified lead generation and marketing support
- Attractive remuneration terms, including financial and contract rates reflective of personal business growth and achievement
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