Investment Advisor Specialist

1 week ago


Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

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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