Senior Financial Consultant

4 days ago


Birmingham, Birmingham, United Kingdom Quilter Full time

At Quilter, we are seeking a Senior Chartered Financial Adviser to join our team of experts in providing high-quality financial solutions. As a key member of our firm, you will play a vital role in delivering exceptional client service and contributing to our ongoing success.

The ideal candidate will possess extensive experience in holistic financial advice, including estate and IHT planning. You will be responsible for managing an existing client bank of high net worth individuals with approximately £80M in funds under management.

We offer a competitive salary ranging from £80,000 to £100,000, dependent on experience and qualifications. Additionally, you will benefit from a performance-based award scheme, full administration and paraplanning support, and a range of other benefits.

Key Responsibilities:

  • Provide full holistic financial advice to high net worth clients, including IHT planning.
  • Manage and service an existing portfolio of clients, ensuring ongoing client satisfaction and retention.
  • Deliver high-quality, professional, and tailored financial planning solutions.
  • Collaborate with a support team (administration and paraplanning) to maintain efficient operations and deliver exceptional client service.
  • Work with the firm's internal teams to drive business progress and contribute to a culture of excellence.
  • Generate new business opportunities through client referrals and strategic networking.

Requirements:

  • Senior Chartered Financial Adviser status (or working towards it).
  • Extensive experience in holistic financial advice, including estate and IHT planning.
  • Strong communication and listening skills, with the ability to engage effectively with clients and internal teams.
  • Exceptional attention to detail, ensuring accuracy and quality in all client interactions.
  • A strong work ethic, efficiency, and pride in the work produced.
  • Ability to work collaboratively within a team and drive continuous progress across the business.


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