Wealth Management Consultant

3 weeks ago


Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

Quilter Financial Planning is seeking an experienced Financial Advisor to join their team. The successful candidate will be responsible for ensuring clients make wise financial decisions and meeting their financial goals.

The ideal candidate will have a proven track record in financial planning, excellent analytical skills, and the ability to communicate complex financial information to clients. Proficiency in MS Office and CRM systems is also essential.

As a key member of the team, you will have the opportunity to work closely with clients, build strong relationships, and generate new business. The estimated salary for this position is around £50,000-£70,000 per annum, depending on experience.

About the Role:

  • Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
  • Prepare sound financial plans to ensure clients meet their targets
  • Advise clients on current financial issues and make recommendations
  • Generate new business and build introducer relationships
  • Customise financial plans according to clients' changing needs
  • Build strong relationships to retain existing clients
  • Maintain and update knowledge of regulations, practices, and financial products

Requirements:

  • Proven experience as a financial planner
  • Ability to analyse financial information and comply with regulations
  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills, with the ability to foster long-term relationships


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