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Wealth Management Consultant

2 months ago

London, Greater London, United Kingdom Quilter Financial Planning Full time
Job Description

We are seeking two experienced Financial Planning Specialists to join our team at Quilter Financial Planning. As a leading provider of financial planning services, we are committed to delivering exceptional advice and guidance to our clients.


Key Responsibilities:
  • Provide expert financial planning advice to clients, including investment, retirement, and estate planning.
  • Conduct thorough financial assessments to identify clients' needs and goals.
  • Develop and implement personalized financial plans to help clients achieve their objectives.
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.

Requirements:
  • Minimum 2 years of experience in financial planning or a related field.
  • Strong knowledge of financial products and services, including investments, pensions, and tax planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Ability to work independently and as part of a team, with a strong focus on customer service.

If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply for this exciting opportunity.