Advisory Financial Consultant

3 days ago


Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time
Job Title: Advisory Financial Consultant

Quilter Financial Advisers is seeking an experienced Advisory Financial Consultant to join our team. As an Advisory Financial Consultant, you will work closely with clients to understand their financial needs and provide expert advice and guidance to help them achieve their goals.

The ideal candidate will have a strong background in financial planning, with experience in creating and implementing comprehensive financial plans. You will be able to analyse complex financial data, identify trends and patterns, and develop effective solutions to meet client needs.

In this role, you will work closely with clients to understand their financial objectives, create tailored financial plans, and provide ongoing support and guidance to help them achieve their goals. You will also stay up-to-date with industry developments and best practices, and apply that knowledge to improve client outcomes.

About the Role:

  1. You will work closely with clients to understand their financial needs and create tailored financial plans.
  2. You will develop and implement comprehensive financial plans that align with clients' goals and objectives.
  3. You will identify opportunities for growth and expansion, and work to build strong relationships with clients and partners.
  4. You will stay up-to-date with industry developments and best practices, and apply that knowledge to improve client outcomes.

Benefits:

  1. A competitive salary of approximately £45,000 - £65,000 per annum, depending on experience.
  2. The opportunity to work with a leading financial services provider, with access to industry-leading training and development programs.
  3. A collaborative and supportive team environment, with opportunities for career advancement and professional growth.
  4. A comprehensive benefits package, including health insurance, pension scheme, and annual leave.


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