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Financial Planning Specialist
2 months ago
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