Wealth Management Advisor

21 hours ago


Liverpool, Liverpool, United Kingdom Quilter Financial Planning Full time

Wealth Management Advisor


Quilter Financial Planning is seeking a highly skilled and experienced Wealth Management Advisor to join our team. In this role, you will work closely with clients to understand their financial goals and develop tailored wealth management plans to help them achieve success. With a strong focus on professional development, you will have the opportunity to enhance your skills and knowledge, enabling you to deliver first-class results for your clients.


As a Wealth Management Advisor, you will be responsible for analysing clients' financial information, identifying areas for improvement, and developing comprehensive wealth management plans. You will also provide expert advice on investment and pension products, as well as other financial services. With a strong focus on client satisfaction, you will work to build long-term relationships with clients and deliver exceptional results.


About You



  • You have a degree in finance or a related field, or equivalent experience.
  • You hold industry qualifications, such as Diploma in Financial Advice.
  • You possess excellent analytical and problem-solving skills, with the ability to interpret complex financial data.
  • You have outstanding communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • You are ambitious and driven to succeed in a fast-paced environment.

Benefits



  • Potential earnings: £50,000 - £70,000 per annum.
  • Ongoing training and professional development opportunities.
  • Opportunities for career advancement within the company.
  • Flexible working hours and remote working options.
  • A dynamic and supportive team environment.


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