Senior Financial Strategist

2 days ago


Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time
We Are Seeking: A highly skilled and experienced Senior Financial Adviser to drive our wealth management strategy forward at Quilter Financial Planning. You will be responsible for reviewing client goals, risk profiles, and portfolio performance regularly, providing tailored financial planning advice, and developing networks that generate new referrals.

To succeed in this role, you will require 5+ years of experience in financial advisory work, with a designation as a Level 4 qualified advisor. You should also possess excellent communication skills, be able to network effectively, and have a working knowledge of investment management.

As part of our team, you will enjoy a range of benefits including a competitive salary of £60,000 - £80,000 per annum, company pension, sick pay, death in service, and a comprehensive bonus scheme.

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