Financial Planning Specialist

6 days ago

East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time
Job Description

Role Overview

We are seeking a highly skilled and experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to our clients, helping them to achieve their long-term financial goals.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide expert investment advice and guidance on a range of financial products and services.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance to help them achieve their financial objectives.
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice and guidance.

Requirements

  • Proven experience as a Financial Advisor, with a strong track record of delivering high-quality financial planning and investment advice.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear and concise advice.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach to meeting the needs of clients and colleagues.

What We Offer

As a Financial Advisor at Quilter Financial Planning, you will have the opportunity to work with a talented and experienced team, providing expert financial planning and investment advice to our clients. We offer a competitive salary and benefits package, as well as ongoing training and development opportunities to help you achieve your career goals.

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