Financial Planning Specialist

16 hours ago


Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time

Quilter Financial Planning is seeking an experienced Financial Adviser to provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships, while also analyzing complex financial data and building strong team dynamics. Key skills include understanding complex information, analyzing financial data, team building, and collaboration. The ideal candidate will hold a Diploma in Financial Advice and have some industry sales experience. Excellent interpersonal skills and a strong understanding of the investment business are also essential. Benefits include a salary negotiable based on experience.



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