Financial Planning Specialist
5 days ago
**About the Role**
We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide fully holistic financial advice to a diverse range of clients. As a key member of our team, you will support investment professionals in cultivating client relationships and delivering exceptional service.
**Key Responsibilities**
- Analyzing complex financial data to provide informed advice
- Collaborating with colleagues to build strong client relationships
- Developing and maintaining a deep understanding of the investment business
- Providing exceptional customer service and support
- Staying up-to-date with industry developments and best practices
**Requirements**
- Diploma in Financial Advice
- Industry sales experience
- Excellent interpersonal and communication skills
**What We Offer**
A competitive salary negotiable based on experience, and the opportunity to work with a leading financial services company.
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