Financial Planning Consultant
3 weeks ago
Quilter Financial Planning specializes in personalized financial strategies for accomplished individuals and their families, integrating superior investment approaches with smart tax optimization.
Our clientele seeks to concentrate on their professional endeavors while establishing a secure financial future:
Strategic Guidance: At Quilter, our mission is to counsel and provide assurance on the most effective ways to leverage your existing resources to meet both immediate and long-term financial goals. We focus on understanding your current situation, defining your ideal outcomes, and devising a clear path to reach those objectives.
Tailored Solutions: Our firm has flourished by attentively considering our clients' needs and the daily challenges they face. We ensure that your financial solutions are structured in a manner that minimizes unnecessary tax liabilities, adhering to ethical and legal standards. When necessary, we conduct thorough market research, offering a meticulously curated selection tailored to our clients, while also having access to the entire market when needed.
Assurance: Quilter is supported by a reputable group that oversees substantial investments for a vast customer base, providing a strong foundation for the advice we deliver.
Key Responsibilities
- Deliver comprehensive financial planning assistance to clients
- Offer 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
- Consistency and proficiency in work
- Professionalism and adaptability
- Research and analytical skills while maintaining client confidentiality
- Effective listening and communication, along with meticulous record-keeping
- Possession of a Diploma in Financial Advice
- Experience in the financial sales sector
- Strong knowledge of investment practices
- Exceptional interpersonal abilities
Qualifications:
- Diploma in Financial Advice
- Experience in the financial sales sector
- Strong knowledge of investment practices
- Exceptional interpersonal abilities
Benefits:
- Comprehensive administration services
- Full paraplanning support
- Opportunities for professional development towards Chartered status
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