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Financial Planning Advisor
2 months ago
About the Role:
We are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will be responsible for providing fully holistic financial advice to a diverse range of clients and supporting investment professionals in cultivating client relationships.
Key Responsibilities:
- Analyzing complex financial data to provide informed advice to clients
- Collaborating with colleagues to build strong client relationships and drive business growth
- Developing and maintaining a deep understanding of the investment business and its complexities
- Providing exceptional client service and ensuring client confidentiality
- Staying up-to-date with industry developments and regulatory requirements
Requirements:
- Diploma in Financial Advice or equivalent qualification
- Some industry sales experience and a strong understanding of the investment business
- Excellent interpersonal and communication skills
What We Offer:
A competitive salary negotiable based on experience, along with opportunities for professional growth and development within a dynamic and supportive team environment.
