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Financial Planner

2 months ago

Hampshire, United Kingdom Quilter Financial Planning Full time

Job Overview

Quilter Financial Planning is seeking a skilled Financial Adviser to join our team in the Hampshire area. As a Financial Adviser, you will play a crucial role in providing expert financial guidance to clients and helping them achieve their long-term financial goals.

Key Responsibilities

  • Develop and implement personalized financial plans for clients, taking into account their unique financial situations and goals.
  • Provide ongoing financial guidance and support to clients, helping them navigate complex financial decisions.
  • Build and maintain strong relationships with clients, understanding their needs and preferences.
  • Stay up-to-date with industry trends and developments, ensuring that clients receive the best possible advice.

Requirements

  • Proven experience as a Financial Adviser or in a related field.
  • Strong knowledge of financial products and services, including investments, pensions, and insurance.
  • 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 client service.

What We Offer

  • A competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.
  • The chance to work with a leading financial services company and make a real difference in the lives of our clients.