Personal Finance Manager

1 week ago


Birmingham, Birmingham, United Kingdom Quilter Full time
Job Description: Personal Finance Manager
Location: UK-wide
About the Role
As a Personal Finance Manager at Quilter, you will be responsible for developing and implementing financial plans tailored to clients' needs. With a strong understanding of investment and pension business, you will provide expert advice on current financial issues and recommend solutions. This is an excellent opportunity for those who want to build a successful career in finance or expand on their existing experience.

Key Responsibilities
* Develop and implement financial plans tailored to clients' needs
* Analyze financial information and comply with regulatory requirements
* Foster long-term relationships with clients through outstanding communication skills
* Stay up-to-date with industry developments and market trends

Requirements
* Diploma in Financial Services (or equivalent)
* Strong understanding of investment and pension business
* Excellent interpersonal skills and ambition to succeed

Benefits
* All leads are professionally introduced through a robust lead generation process
* Attractive remuneration terms (£60,000 - £80,000 per annum, depending on experience)
* Full paraplanning and admin support

Why Join Us?
We offer a dynamic and supportive work environment that encourages professional growth and development. Our team is passionate about delivering exceptional client service, and we strive to create opportunities for our employees to excel in their careers.
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