Financial Planning Consultant

3 weeks ago


Woodbridge, Suffolk, United Kingdom Quilter Financial Planning Full time

Quilter Financial Planning offers tailored financial strategies for accomplished individuals and their families, integrating superior investment approaches with strategic tax management.

Our clientele aims to concentrate on their professional pursuits while establishing a secure financial future:

Strategic Guidance: At Quilter, our mission is to counsel and reassure you on the optimal utilization of your existing resources to fulfill your immediate and long-term financial goals. We focus on understanding your current position, your aspirations, and the most effective pathways to reach those objectives.

Personalized Solutions: Our firm has grown by attentively listening to our clients' needs and the challenges they face daily. We ensure that your financial solutions are structured appropriately to minimize unnecessary tax liabilities in a lawful and ethical manner. When necessary, we can conduct market research to provide you with a carefully curated selection of options tailored to our clientele, while also having access to the broader market.

Reliability: Quilter is supported by a reputable group that oversees substantial investments for a large customer base, ensuring that the advice provided by Quilter Financial Planning is both trustworthy and robust.

Key Responsibilities

  • Deliver comprehensive financial planning assistance to clients
  • Offer holistic financial advice to a diverse clientele
  • Assist investment professionals in nurturing client relationships

Essential Skills

  • Ability to interpret complex information and analyze financial data
  • Team collaboration and building
  • Consistency and proficiency in tasks
  • Professionalism and adaptability
  • Research, analysis, and maintaining client confidentiality
  • Effective listening and communication skills
  • Record-keeping abilities
  • Diploma in Financial Advice
  • Experience in sales within the industry
  • Strong grasp of investment principles
  • Exceptional interpersonal skills

Qualifications:

  • Diploma in Financial Advice
  • Experience in sales within the industry
  • Strong grasp of investment principles
  • Exceptional interpersonal skills

Benefits:

  • Comprehensive administrative support
  • Full paraplanning assistance
  • Development support towards achieving Chartered status


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