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Financial Planning Specialist
2 months ago
About Quilter Financial Advisers
We are a leading advisory business dedicated to providing expert financial planning services to individuals. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.
The Role
We are seeking a skilled Financial Planning Specialist to join our team. As a key member of our advisory team, you will be responsible for:
- Developing and implementing comprehensive financial plans to help clients achieve their financial objectives
- Providing expert advice on investment strategies, wealth management, and financial planning
- Building and maintaining strong relationships with clients to ensure their ongoing financial well-being
- Staying up-to-date with industry developments, regulations, and best practices to provide the highest level of service
About You
To be successful in this role, you will need:
- Proven experience in financial planning and wealth management
- Strong analytical skills to analyze financial information and make informed recommendations
- Excellent communication skills to build strong relationships with clients and colleagues
- Proficiency in MS Office and CRM systems
- Diploma in Financial Services
What We Offer
As a Financial Planning Specialist with Quilter Financial Advisers, you will enjoy:
- Autonomy and flexibility to manage your own diary and build your business
- Access to industry-leading training and development opportunities
- Support from a dedicated team to help you achieve your goals
- Competitive remuneration terms reflective of your personal business growth and achievement
Benefits
We offer a range of benefits to support your personal and professional development, including:
- Financial support to help you achieve your business goals
- Pre-qualified lead generation to help you grow your business
- Use of an industry-leading brand to enhance your professional reputation
- Marketing support to help you promote your services
- Attractive remuneration terms to reflect your business growth and achievement
- Paraplanning and admin support to help you deliver exceptional service to clients
- Market-focused training to keep you up-to-date with industry developments
- Business and personal development opportunities to help you achieve your goals
- National coverage to support your business growth
