Senior Wealth Manager

1 day ago


Derby, Derby, United Kingdom Quilter Financial Advisers Full time

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
Requirements and Qualifications
  • 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
Benefits and Remuneration
  • 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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