Senior Financial Advisor - Client Growth & Planning

Quilter; Greater London; On-site; GBP 70,000 - 80,000; Full time

Job summary

Quilter is seeking a dedicated Employed Financial Adviser in Greater London. The successful candidate will provide expert financial advice, develop client relationships, and ensure compliance with financial regulations. The role requires relevant qualifications such as QFA and experience in financial advising. The position offers a competitive salary between £70-80k, depending on experience, plus a robust bonus structure.

Qualifications

• Proven experience in providing financial advice within a professional setting.
• Commitment to maintaining up-to-date knowledge of industry developments and compliance standards.

Responsibilities

• Deliver tailored financial advice and solutions to clients based on their needs.
• Develop and maintain strong client relationships for high satisfaction and retention.
• Keep up-to-date with financial regulations and industry trends.

Skills

Communication skills

Interpersonal skills

Financial analysis

Client-focused approach

Education

Relevant certifications (e.g., QFA)

Job description

Quilter is seeking a dedicated Employed Financial Adviser in Greater London. The successful candidate will provide expert financial advice, develop client relationships, and ensure compliance with financial regulations. The role requires relevant qualifications such as QFA and experience in financial advising. The position offers a competitive salary between £70-80k, depending on experience, plus a robust bonus structure.