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Financial Services Professional
2 months ago
Unlock Your Potential as a Financial Services Professional
Are you a seasoned financial advisor looking for a more supportive role? Look no further Quilter Financial Planning is offering an exceptional opportunity for a Financial Services Professional to work on both an employed and self-employed basis.
About the Role:
- As a Financial Services Professional, your primary goal will be to help clients make informed decisions to achieve their financial objectives.
- You will be responsible for preparing comprehensive financial plans, analyzing client data, and providing expert advice on financial matters.
- Our ideal candidate will have a proven track record in financial planning, excellent analytical skills, and the ability to communicate complex financial concepts to clients.
- You will also be expected to generate new business, build strong relationships with clients, and stay up-to-date with industry regulations and best practices.
What We Offer:
- A robust lead generation process to ensure a steady flow of new business opportunities.
- A competitive remuneration package that rewards your hard work and dedication.
- Full support with paraplanning and administrative tasks, allowing you to focus on high-value activities.
- Ongoing training and development to enhance your skills and knowledge in wealth management.
- A collaborative and supportive team environment that fosters growth and success.
Requirements:
- Proven experience as a financial advisor or planner.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills, with a customer-centric approach.
- Diploma in Financial Services or a related field.
- Industry-recognized certifications, such as Diploma in Financial Advice.
Why Join Quilter Financial Planning?
- We are a leading financial services business with a strong reputation for excellence.
- We offer a supportive and collaborative work environment that encourages growth and development.
- We are committed to providing our clients with exceptional service and expertise.
