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Financial Planning Specialist

2 months ago


Hampshire, United Kingdom Quilter Financial Planning Full time £40,000

Job Opportunity

A fantastic opportunity has recently become available for experienced professionals to join Quilter Financial Planning as a Financial Adviser in the Hampshire area.

About the Role

We are seeking a skilled and motivated individual to provide expert financial planning and wealth management services to clients.

Key Responsibilities

• Provide comprehensive financial planning and investment advice to clients

• Develop and maintain strong relationships with clients to understand their financial goals and objectives

• Collaborate with colleagues to identify new business opportunities and grow the client base

Requirements

• Proven experience in financial planning and wealth management

• Strong communication and interpersonal skills

• Ability to work independently and as part of a team

What We Offer

• Competitive salary and benefits package

• Opportunities for professional development and career growth

• Collaborative and dynamic work environment