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Financial Planner

2 months ago

Derby, Derby, United Kingdom Quilter Financial Advisers Full time
About the Role

As a Financial Advisor at Quilter Financial Advisers, you will play a crucial role in helping individuals achieve their financial goals. Your primary objective will be to provide expert advice and guidance to clients, ensuring they make informed decisions about their financial planning.

Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to clients' needs and goals
  • Conduct thorough financial analyses to identify areas for improvement and opportunities for growth
  • Provide expert advice on investment strategies, risk management, and wealth creation
  • Build and maintain strong relationships with clients, understanding their unique financial situations and objectives
  • Stay up-to-date with industry developments, regulations, and best practices to deliver exceptional service

About You

To succeed in this role, you will need:

  • Proven experience in financial planning and wealth management
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts effectively
  • Excellent interpersonal and communication skills, with a customer-centric approach
  • Proficiency in MS Office and CRM systems, with the ability to learn new technologies quickly
  • A diploma in Financial Services or a related field

What We Offer

As a Financial Advisor at Quilter Financial Advisers, you will enjoy:

  • A competitive remuneration package, with opportunities for growth and development
  • Access to industry-leading training and professional development programs
  • A supportive and collaborative team environment, with opportunities to build strong relationships with colleagues and clients
  • A comprehensive benefits package, including financial support, pre-qualified lead generation, and marketing support