Financial Adviser

Quilter Southampton, England, United Kingdom

Financial Adviser

1 week ago Be among the first 25 applicants

Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor\’s degree in Finance or related field
• 5+ years\’ of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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