Holistic Wealth Manager

15 hours ago


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

Quilter Financial Planning is recruiting a Holistic Wealth Manager to join our Partner Firm in Bury, Lancashire. This is a fantastic opportunity to work with a dynamic team and provide high-quality financial advice to clients.

The successful candidate will possess a Diploma in Financial Advice and have some industry sales experience. A strong understanding of the investment business and excellent interpersonal skills are crucial.

Key Accountabilities:

  • Deliver comprehensive financial advice to clients
  • Develop and maintain relationships with clients
  • Stay up-to-date with industry developments and regulatory changes

Remuneration:

  • Estimated salary range: £35,000 - £45,000 per annum
  • Bonus scheme available
  • Comprehensive benefits package


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