Wealth Management Specialist

1 week ago


Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for delivering exceptional customer service and generating new business opportunities.

The estimated salary for this position is £50,000 - £70,000 per annum, depending on experience. Our company offers a range of benefits, including all leads being professionally introduced through a robust lead generation process.

Job Description:

Company Overview

Quilter Financial Planning is a leading financial services business that operates a strong network of advisors based across the UK.

Role and Responsibilities

Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals. This includes preparing sound financial plans, advising clients on current financial issues, and generating new business opportunities.

Requirements
  • Proven experience as a financial planner.
  • Ability to analyze financial information and comply with regulations.
  • Proficiency in MS Office and CRM systems.


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