Wealth Management Expert

5 days ago

Dumfries Galloway, United Kingdom Quilter Financial Planning Full time

Job Summary

We are seeking an experienced and seasoned Senior Financial Planner to join our wealth management team at Quilter Financial Planning. As a Senior Financial Planner, your primary responsibilities will include meeting with clients regularly to provide thoughtful, personalized financial planning advice and develop relationships with professionals that will result in new client referrals for the business.

Key Responsibilities

  • Meet with clients regularly to understand their financial goals and provide tailored financial planning advice
  • Develop and maintain relationships with professionals to generate new client referrals
  • Provide exceptional customer service and ensure client satisfaction
  • Stay up-to-date with industry trends and developments to provide the best possible advice to clients
  • Work collaboratively with the team to achieve business objectives

Requirements

  • 5+ years of experience in financial planning or a related field
  • Designated Level 4 qualified advisor or equivalent
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Strong analytical and problem-solving skills
  • Proficiency in financial planning software and systems

Benefits

  • Competitive salary and bonus scheme
  • Company pension and sick pay
  • Death in service benefit
  • 35 days paid holiday (includes stat/bank holidays)
  • Hybrid working arrangement

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