Wealth Manager
2 days ago
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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