Holistic Wealth Adviser
2 days ago
About Our Firm
Quilter is a renowned financial planning company, committed to providing expert, holistic financial advice to high net worth individuals. We are seeking a skilled Senior Chartered Financial Adviser to join our team, working closely with clients and contributing to our ongoing success.
Job Summary
You will manage an existing portfolio of high net worth clients, providing comprehensive financial planning solutions, including IHT planning. You will collaborate with internal teams to drive business growth and improve operational efficiency.
Key Responsibilities
- Deliver high-quality financial planning solutions to high net worth clients, incorporating IHT planning.
- Develop and maintain strong relationships with clients, ensuring exceptional service and ongoing support.
- Collaborate with internal teams to drive business growth and improve operational efficiency.
Requirements
- Senior Chartered Financial Adviser status or working towards it.
- Extensive experience in holistic financial advice, including estate and IHT planning.
- Strong communication and interpersonal skills, with the ability to engage effectively with clients and internal teams.
Benefits
- A highly competitive salary up to £100,000.
- Performance-based award scheme tied to new business generated through client referrals.
- Pension and death in service benefits.
- 25 days holiday per annum, plus Bank Holidays.
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