Senior Wealth Advisor

1 day ago


Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time
Senior Wealth Advisor

We are looking for a highly skilled and experienced Senior Wealth Advisor to join our team at Quilter Financial Planning. As a senior member of the team, you will be responsible for providing expert financial advice and guidance to clients, helping them achieve their long-term financial goals and objectives.

About the Job:
This is an excellent opportunity for a seasoned financial advisor to take on a senior role and contribute to our team's success. You will work closely with our experienced advisors and other team members to provide exceptional service and support to our clients.

Responsibilities:
- Meet with clients regularly to discuss their financial needs and goals
- Develop comprehensive financial plans to help clients achieve their objectives
- Provide ongoing support and guidance to clients throughout the planning process

Requirements:
- 7+ years of experience in financial advisory work
- Designated Level 4 qualified advisor
- Proven track record of success in financial advisory work

Benefits:
- Competitive salary: £70,000 - £90,000 per annum
- Opportunity to work with a leading financial services provider
- Ongoing training and development opportunities
- Collaborative and dynamic work environment


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