Financial Planning Consultant
3 weeks ago
Quilter Financial Planning offers tailored financial guidance for accomplished individuals and their families by integrating superior investment approaches with strategic tax optimization.
Our clientele aims to concentrate on their professional endeavors while establishing a secure financial future:
Strategic Planning and Assurance: Our mission is to counsel and assure you on the optimal utilization of your existing resources to fulfill your immediate and long-term goals. We focus on assessing your current situation, identifying your ideal financial position, and devising a pathway to reach your objectives.
Personalized Guidance: Our firm has developed its reputation by attentively listening to our clients' needs and understanding their daily challenges. We ensure that your financial solutions are structured in a manner that minimizes unnecessary tax liabilities while adhering to ethical and legal standards. When necessary, we can conduct market research, offering a meticulously curated selection tailored for our clientele, alongside access to the broader market.
Security and Trust: Backed by Quilter, a publicly traded entity managing £118.4 billion in investments for over 900,000 clients since 1771, we provide a solid foundation for the advice and services we deliver.
Key Responsibilities
- Deliver comprehensive financial planning assistance to clients
- Offer complete holistic financial advice to a diverse clientele
- Collaborate with investment professionals to enhance client relationships
Essential Skills
- Ability to interpret complex information and analyze financial data
- Team collaboration and building skills
- Consistency and proficiency in work
- Professional demeanor and adaptability
- Research, analysis, and client confidentiality
- Effective listening and communication abilities
- Meticulous record-keeping
- Diploma in Financial Advice
- Experience in sales within the industry
- Strong knowledge of investment practices
- Exceptional interpersonal skills
Qualifications:
- Diploma in Financial Advice
- Experience in sales within the industry
- Strong knowledge of investment practices
- Exceptional interpersonal skills
Benefits:
- Comprehensive administration services
- Full paraplanning support
- Development assistance towards achieving Chartered status
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