Financial Planning Specialist
7 days ago
About the Role
We are seeking a highly skilled and experienced Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will be responsible for providing expert financial planning and investment advice to our clients.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
- Provide ongoing investment advice and guidance to clients, ensuring their portfolios are aligned with their financial objectives.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
Requirements
- Proven experience as a Financial Adviser, with a strong track record of delivering high-quality financial planning and investment advice.
- Strong knowledge of financial planning and investment products, including pensions, investments, and tax planning.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work independently and as part of a team, with a strong focus on delivering exceptional customer service.
What We Offer
- A competitive salary and benefits package.
- Ongoing training and development opportunities, to ensure you stay up-to-date with industry developments and best practices.
- A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.
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