Investment Advisor Specialist
1 week ago
Quilter Financial Advisers invites applications from experienced Investment Advisors to join our prestigious advisory firm.
As a senior member of our team, you will be responsible for advising clients on investment opportunities and developing tailored financial plans to meet their goals.
The Role:
- You will conduct thorough research on financial markets and identify suitable investment opportunities for clients
- Prepare detailed financial reports and presentations to clients
- Build and maintain strong relationships with clients to ensure long-term loyalty
- Stay up-to-date with market trends and regulatory changes
- Contribute to the development of new business strategies and initiatives
About You:
- Proven track record of success in investment advisory or a related field
- Advanced knowledge of financial markets and instruments
- Excellent communication and interpersonal skills
- Ability to build trust and credibility with clients
- Strong analytical and problem-solving skills
Salary: £50,000 - £70,000 per annum (dependent on experience)
Benefits:
- Financial Support
- Pre-qualified lead generation
- Use of an industry leading Brand
- Marketing support
- Attractive remuneration terms
- paraplanning and admin support
- Market focused training provided
- Business and personal development
- An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
- National coverage.
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