Financial Planning Specialist

2 days ago


Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time

Quilter Financial Planning is seeking an experienced Financial Adviser to provide comprehensive financial guidance to a diverse range of clients. The ideal candidate will possess a strong understanding of the investment business, excellent interpersonal skills, and a Diploma in Financial Advice. Key responsibilities include analyzing complex financial data, collaborating with investment professionals, and maintaining client confidentiality. The successful candidate will also have some industry sales experience and a strong ability to build relationships. In return, the company offers a negotiable salary based on experience. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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