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Financial Planning Specialist

2 months ago

London, Greater London, United Kingdom Quilter Financial Planning Full time
About the Role

We are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial planning advice to our clients, helping them achieve their long-term goals and aspirations.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals
  • Conduct thorough financial assessments and provide tailored advice on investment, retirement, and estate planning
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations
  • Collaborate with colleagues to share knowledge and best practices, driving business growth and excellence
  • Continuously develop your skills and expertise through ongoing training and professional development
Requirements
  • Diploma in Financial Advice or equivalent qualification
  • Strong understanding of the investment business and financial markets
  • Excellent communication and interpersonal skills, with the ability to build trust with clients
  • Ability to work independently and as part of a team, with a strong focus on customer service
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data
What We Offer
  • Competitive salary and bonus structure
  • Ongoing training and professional development opportunities
  • Access to high-quality clients and a supportive team environment
  • Flexible working arrangements, with the ability to work from home or in the office
  • A comprehensive benefits package, including pension and death in service benefits