Financial Planning Specialist

1 week ago

Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

About Quilter Financial Advisers

We are a leading advisory business dedicated to providing expert financial planning services to individuals across the UK. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.

The Role

We are seeking a skilled Financial Planning Specialist to join our team. As a key member of our advisory team, you will be responsible for:

  • Developing and implementing comprehensive financial plans to meet the unique needs of our clients
  • Providing expert advice on investment strategies, risk management, and wealth creation
  • Building and maintaining strong relationships with clients to ensure their ongoing financial well-being
  • Staying up-to-date with industry developments and regulatory changes to ensure our clients receive the best possible advice
  • Collaborating with our team to share knowledge and best practices

About You

We are looking for a highly motivated and experienced Financial Planning Specialist who possesses:

  • Proven expertise in financial planning and wealth management
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Commitment to ongoing professional development

What We Offer

As a Financial Planning Specialist with Quilter Financial Advisers, you will have the opportunity to:

  • Work with a leading advisory business that values expertise and professionalism
  • Develop your skills and knowledge through ongoing training and support
  • Enjoy a competitive remuneration package that reflects your experience and performance
  • Benefit from a supportive and collaborative team environment

Benefits

We offer a range of benefits to support your career development and well-being, including:

  • Financial support for professional development and certifications
  • Pre-qualified lead generation to help you grow your business
  • Use of our industry-leading brand to enhance your professional reputation
  • Marketing support to help you promote your services
  • Attractive remuneration terms that reflect your performance and contributions
  • Paraplanning and admin support to help you focus on high-value activities
  • Market-focused training to keep you up-to-date with industry developments
  • Business and personal development opportunities to help you grow professionally and personally
  • National coverage to support your business growth and expansion

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