Financial Planning Expert

2 days ago


Cornwall, United Kingdom Quilter Financial Planning Full time £30,000
Job Opportunity at Quilter Financial Planning

We are seeking two experienced Financial Advisers to join our team at Quilter Financial Planning. This is a fantastic opportunity for individuals who are passionate about providing expert financial guidance to clients.

About the Role:

  • Provide personalized financial planning and investment advice to clients.
  • Conduct thorough financial assessments to identify clients' needs and goals.
  • Develop and implement tailored financial plans to help clients achieve their objectives.
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.

Requirements:

  • Proven experience in financial planning and advice.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.


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