Financial Planning Specialist

2 days ago

Llandudno, Conwy, United Kingdom Quilter Financial Advisers Full time
Unlock Your Potential as a Self-Employed Financial Adviser

At Quilter Financial Advisers, we're dedicated to empowering individuals to achieve their financial goals. As a self-employed Financial Adviser, you'll have the freedom to build your own business, leveraging the strength of our brand and the support of our industry-leading network.

Key Responsibilities:

  • Develop and implement personalized financial plans to help clients achieve their objectives
  • Analyze financial information and provide expert advice on investment, tax, and risk management strategies
  • Build and maintain relationships with clients, understanding their unique needs and goals
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance and best practices

Requirements:

  • Proven experience in financial planning and advisory services
  • Strong analytical and communication skills, with the ability to interpret complex financial data
  • Proficiency in MS Office and CRM systems, with a willingness to learn and adapt
  • Diploma in Financial Services or equivalent qualification

Benefits of Joining Quilter Financial Advisers:

  • Utilize the power of our established brand, with its reputation for excellence and trust
  • Set your own business development goals, with the support of our network and resources
  • Competitive financial and contract rates, reflecting your personal business growth and achievement

What Sets Us Apart:

  • Market-focused training and development opportunities
  • Access to industry-leading tools and technology
  • A supportive network of peers and mentors, dedicated to your success

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