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Financial Planning Specialist
2 months ago
**About the Role**
Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial advice to high net-worth clients. The successful candidate will support investment professionals in cultivating client relationships and delivering exceptional service.
**Key Responsibilities**
- Analysing complex financial data to provide informed advice
- Collaborating with colleagues to achieve business objectives
- Developing and maintaining strong relationships with clients
- Staying up-to-date with industry developments and regulations
- Providing exceptional customer service and support
**Requirements**
- Diploma in Financial Advice
- Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal and communication skills
**What We Offer**
- Full Administration Support
- Paraplanning Support
- Development opportunities to achieve Chartered status
