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Financial Planning Professional

2 months ago


Cornwall, United Kingdom Quilter Financial Planning Full time
Job Description

Quilter Financial Planning is seeking a highly skilled Financial Adviser to join their team. As a Financial Adviser, you will be responsible for providing fully holistic financial advice to a varied range of clients and supporting investment professionals to cultivate client relationships.

Key Responsibilities:
  • Understanding complex financial information and analyzing financial data to provide expert advice to clients.
  • Building and maintaining strong relationships with clients and colleagues through effective team building, collaboration, and communication skills.
  • Providing consistent and professional advice to clients, adhering to industry standards and regulations.
  • Staying up-to-date with industry developments and trends to provide the best possible advice to clients.
  • Working closely with investment professionals to cultivate client relationships and provide holistic financial advice.
Requirements:
  • Diploma in Financial Advice or equivalent qualification.
  • Some industry sales experience and a strong understanding of the investment business.
  • Excellent interpersonal skills and the ability to build strong relationships with clients and colleagues.
Benefits:
  • Salary negotiable dependent on experience.