Wealth Manager

2 days ago


London, Greater London, United Kingdom Quilter Financial Planning Full time

We are currently recruiting for a highly skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in providing exceptional customer service to our clients.

Company Overview:

At Quilter Financial Planning, we pride ourselves on delivering purpose-led financial planning. Our business is enjoying strong growth across its three divisions; wealth, sport, and music. We are looking for talented individuals who can demonstrate and live our values to join our team.

Job Responsibilities:

  • Analyse financial data and provide investment advice
  • Work closely with clients to understand their financial goals
  • Build strong relationships with clients and deliver exceptional customer service

Requirements:

  • Diploma in Financial Advice
  • Some Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

Benefits:

  • Up to £50,000 salary per annum
  • Pension and death in service benefits
  • 25 days holiday (+ Bank Holidays) per annum
  • The ability and support to work flexibly where appropriate
  • A performance award based on delivering on our core values
  • A performance award based on the level of total fee/commission income generated
  • Participation in our company share options scheme


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