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London, Greater London, United Kingdom Quilter Financial Planning Full time{"title": "Mortgage and Protection Specialist", "content": "Unlock Your Potential as a Mortgage and Protection SpecialistAt Quilter Financial Planning, we're seeking a highly skilled Mortgage and Protection Specialist to join our team. As a key member of our team, you'll be responsible for delivering exceptional mortgage and protection advice to our clients,...
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Mortgage and Protection Specialist
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London, Greater London, United Kingdom Quilter Financial Planning Full time{"title": "Mortgage and Protection Specialist", "content": "Unlock Your Potential as a Mortgage and Protection SpecialistAt Quilter Financial Planning, we're seeking a highly skilled Mortgage and Protection Specialist to join our team. As a key member of our team, you'll be responsible for delivering exceptional mortgage and protection advice to our clients,...
Financial Planning Specialist
2 months ago
We are seeking two experienced Financial Planning Specialists to join our team at Quilter Financial Planning. As a leading provider of financial planning services, we are committed to delivering exceptional advice and guidance to our clients.
Key Responsibilities:
- Provide expert financial planning advice to clients, including investment, retirement, and estate planning.
- Conduct thorough financial assessments to identify clients' needs and goals.
- Develop and implement personalized financial plans to help clients achieve their objectives.
- Build and maintain strong relationships with clients, providing ongoing support and guidance.
- Stay up-to-date with industry developments and best practices, ensuring that clients receive the highest level of service.
Requirements:
- Minimum 2 years of experience in financial planning or a related field.
- Strong knowledge of financial planning principles, including investment, tax, and estate planning.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- Ability to work independently and as part of a team, with a strong focus on delivering exceptional results.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
