Investment Advisor
1 week ago
About the Role
We are seeking a highly skilled and experienced Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will be responsible for providing expert financial planning and investment advice to our clients.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
- Provide ongoing investment advice and guidance to clients, ensuring their portfolios are aligned with their risk tolerance and financial objectives.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
Requirements
- Proven experience as a Financial Adviser, with a strong track record of delivering high-quality financial planning and investment advice.
- Strong knowledge of financial planning and investment products, including pensions, investments, and tax planning.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work independently and as part of a team, with a strong focus on delivering results and meeting deadlines.
What We Offer
As a Financial Adviser at Quilter Financial Planning, you will have the opportunity to work with a talented team of professionals, delivering high-quality financial planning and investment advice to our clients. We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement.
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