Financial Planning Advisor

6 days ago


Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time

Job Opportunity

Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. The successful candidate will work closely with investment professionals to develop and maintain strong client relationships.

Key Responsibilities:

  • Analyzing complex financial data to provide informed advice
  • Collaborating with colleagues to achieve team goals
  • Developing and maintaining strong relationships with clients
  • Staying up-to-date with industry developments and regulations
  • Providing exceptional customer service and support

Requirements:

  • Diploma in Financial Advice or equivalent qualification
  • Proven industry sales experience
  • Excellent communication and interpersonal skills

Benefits:

Competitive salary negotiable based on experience



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