Wealth Management Consultant

1 day ago


Southampton, Southampton, United Kingdom Quilter plc Full time
Job Description

Quilter plc is a leading provider of financial advice, investments, and wealth management, committed to being the UK's best wealth manager for clients and their advisers. As part of our expansion plans, we are seeking a team of Financial Planners to focus on onboarding new clients via our Affinity Lead programme.

We require individuals with a strong background in Financial Planning, who can work closely with customers to identify their financial requirements and recommend suitable investment and advice vehicles. The successful candidate will have a minimum of 3 years' experience as a Financial Planner and demonstrable success in onboarding new clients into an advice proposition.

The role offers a competitive salary package, which includes a basic salary of £40,000 - £50,000 per annum, plus a bonus structure based on individual and team performance. Other benefits include 182 hours (26 days) holiday, Quilter Incentive Scheme, Pension Scheme, Private Medical Insurance, and Life Assurance.



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