Wealth Management Advisor

1 week ago


Bury, Borough of Bury, United Kingdom Quilter Financial Planning Full time
About the Role

As a Financial Adviser with Quilter Financial Planning, you will play a key role in helping our clients achieve their financial objectives. We are looking for someone with strong analytical skills, excellent communication abilities, and a passion for delivering exceptional customer service.

Key Responsibilities:

  • Conduct thorough analysis of clients' financial situations, identifying areas for improvement and recommending tailored solutions.
  • Develop and maintain strong relationships with clients, building trust and confidence in your expertise.
  • Work closely with colleagues to ensure seamless delivery of client services.

Qualifications and Experience:

  • Degree-level qualification in a relevant field, such as finance or economics.
  • Minimum 2 years' experience in a financial services environment, preferably in a role requiring strong analytical and communication skills.
  • Excellent interpersonal and problem-solving abilities, with a proven track record of delivering high-quality results.

What We Offer:

  • Competitive salary and benefits package, including bonuses and commission.
  • Ongoing training and development opportunities, ensuring you stay up-to-date with industry best practices.
  • A dynamic and supportive work environment, with a focus on collaboration and teamwork.


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