Personal Wealth Manager

3 days ago


Eastern England, United Kingdom Quilter Financial Planning Full time

About the Job:

We are looking for a skilled Personal Wealth Manager to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.

Key Responsibilities:

  • Ensure clients make wise and profitable decisions to meet their financial Goals.
  • Prepare sound financial plans to ensure clients meet their targets.
  • Advise clients on current financial issues and make recommendations.
  • Generate new business and build introducer relationships.
  • Cultivate long-term relationships with clients to retain existing business.
  • Maintain up-to-date knowledge of regulations, practices, and financial products.

Requirements:

  • Diploma in Financial Advice or equivalent qualification.
  • Industry sales experience.
  • Strong understanding of investment and pension business.
  • Excellent interpersonal skills and ability to work in a team environment.
  • Ambition and hunger for success.

What We Offer:

  • A competitive salary of £70,000 - £90,000 per annum (dependent on experience).
  • All leads are professionally introduced through a robust lead generation process.
  • Full paraplanning and admin support.
  • Market-focused training provided.
  • Business and personal development opportunities.
  • National coverage.
  • An infrastructure to fully support Advisers delivering a first-class service to clients.

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