Financial Planner
17 hours ago
As a Wealth Management Professional at Quilter Financial Advisers, you will play a pivotal role in helping individuals achieve their financial goals. With a strong focus on client relationships and personalized service, you will be responsible for analyzing financial information, providing sound advice, and recommending suitable financial solutions.
This is an excellent opportunity to join a leading advisory business in the UK, with a strong reputation for delivering exceptional service to clients. As a key member of our team, you will have the autonomy to manage your own diary, build your business within our business, and utilize the power of the Quilter brand to drive growth and success.
About the Role
- Ensure clients make wise and profitable decisions to meet their financial goals.
- Prepare comprehensive financial plans to ensure clients meet their targets.
- Advise clients on current financial issues and provide recommendations.
- Generate new business opportunities and build introducer relationships.
- Customize financial plans according to clients' changing needs.
- Maintain and update knowledge of regulations, practices, and financial products.
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