Senior Financial Planner

3 weeks ago

Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time
{"title": "Senior Financial Adviser", "description": "Job Summary

We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. As a key member of our team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.

In this role, you will be working closely with our clients to understand their financial needs and develop personalized financial plans to meet those needs. You will also be responsible for meeting with clients regularly to review their progress and provide ongoing advice and guidance.

As a Senior Financial Advisor, you will be expected to have a deep understanding of financial markets and products, as well as excellent communication and interpersonal skills. You will be working in a fast-paced environment and will be required to be highly organized and able to prioritize tasks effectively.

Responsibilities
  • Provide expert financial advice to clients, helping them achieve their financial goals and objectives
  • Develop and implement personalized financial plans for clients
  • Meet with clients regularly to review their progress and provide ongoing advice and guidance
  • Stay up-to-date with financial markets and products, and provide recommendations to clients accordingly
  • Work closely with other members of the team to ensure seamless delivery of services to clients
Requirements
  • 5+ years of experience in financial advisory work
  • Designated Level 4 qualified advisor
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Strong understanding of financial markets and products
Benefits
  • Option of employed or self-employed
  • Company pension
  • Sick pay
  • Death in service
  • 35 days paid holidays (includes stat/bank holidays)
  • Competitive salary
  • Client bank provided
  • Attractive and achievable bonus scheme
  • Hybrid working
", "lang_code": "en"}

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