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Financial Planning Specialist

2 months ago

Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

**About the Role**

Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and delivering holistic financial solutions.

**Key Responsibilities**

  • Analyzing complex financial data to provide informed advice
  • Collaborating with colleagues to build strong client relationships
  • Developing and maintaining a deep understanding of the investment business
  • Providing exceptional interpersonal skills to communicate effectively with clients
  • Ensuring client confidentiality and maintaining accurate records

**Requirements**

  • Diploma in Financial Advice or equivalent qualification
  • Industry sales experience and a strong understanding of the investment business
  • Excellent communication and interpersonal skills

**What We Offer**

  • Full administration support to enable focus on client relationships
  • Paraplanning support to enhance advisory services
  • Development opportunities to achieve Chartered status