Holistic Financial Advisor & Client Growth Partner

Holistic Financial Advisor & Client Growth Partner

Full-Time 49500 - 60500 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide holistic financial advice and support investment professionals in client relationship building.
  • Company: Join Quilter Financial Planning, a leader in comprehensive financial services.
  • Benefits: Enjoy competitive pay, flexible working hours, and opportunities for professional growth.
  • Other info: Be part of a supportive team focused on client success and portfolio growth.
  • Why this job: Make a real difference in clients' financial lives while growing your own expertise.
  • Qualifications: Experience in financial advising and strong relationship-building skills.

The predicted salary is between 49500 - 60500 Β£ per year.

Quilter Financial Planning is seeking an experienced Financial Adviser to join their partner firm.

You will provide fully holistic financial advice to a diverse client base and support investment professionals to cultivate strong client relationships.

The role emphasizes delivering comprehensive financial guidance, maintaining high confidentiality, and contributing to the growth of client portfolios through trusted advisory services.

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Holistic Financial Advisor & Client Growth Partner employer: Quilter Financial Planning

Quilter offers an exceptional working environment for Financial Advisers in Exeter, combining a competitive salary with a generous commission structure and hybrid working options. The firm prides itself on its collaborative culture, providing ample opportunities for professional growth and a clear pathway to business ownership, making it an ideal choice for ambitious individuals looking to make a meaningful impact in their careers.

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Contact Details:

Quilter Financial Planning Recruitment Team

We think you need these skills to ace Holistic Financial Advisor & Client Growth Partner

Holistic Financial Advice
Client Relationship Management
Investment Knowledge
Confidentiality
Portfolio Growth Strategies
Advisory Services
Communication Skills