Wealth Advisor: Growth, Compliance & Client Relationships in Glasgow

Wealth Advisor: Growth, Compliance & Client Relationships in Glasgow

Glasgow Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Quilter Financial Planning

At a Glance

  • Tasks: Provide holistic financial advice and manage client relationships.
  • Company: Quilter Financial Planning, a supportive firm near Glasgow.
  • Benefits: Full paraplanning support, competitive salary, and career development opportunities.
  • Other info: Great environment for growth with a focus on compliance and client satisfaction.
  • Why this job: Join a dynamic team and make a real difference in clients' financial lives.
  • Qualifications: UK Level 4 Diploma in Financial Advice and strong relationship management skills.

The predicted salary is between 40000 - 50000 Β£ per year.

Quilter Financial Planning, located near Glasgow, is seeking an experienced Financial Adviser to join their team. This role involves providing holistic financial advice to a diverse range of clients and scaling the existing client bank.

The ideal candidate holds a UK Level 4 Diploma in Financial Advice and possesses strong compliance, interpersonal, and relationship management skills.

Supportive environment with full paraplanning and administration offered.

Wealth Advisor: Growth, Compliance & Client Relationships in Glasgow employer: Quilter Financial Planning

Quilter Financial Planning is an exceptional employer, offering a supportive environment that fosters professional growth and development for Wealth Advisors. Located near Glasgow, the company provides comprehensive paraplanning and administration support, allowing you to focus on building meaningful client relationships while enjoying a collaborative work culture that values compliance and excellence.

Quilter Financial Planning

Contact Details:

Quilter Financial Planning Recruitment Team

We think you need these skills to ace Wealth Advisor: Growth, Compliance & Client Relationships in Glasgow

Holistic Financial Advice
UK Level 4 Diploma in Financial Advice
Compliance Skills
Interpersonal Skills
Relationship Management
Client Relationship Building
Paraplanning Knowledge