Financial Planning Specialist
6 days ago
About Quilter Financial Advisers
We are a leading advisory business dedicated to providing expert financial planning services to individuals. 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 help clients achieve their financial objectives
- Providing expert advice on investment strategies, wealth management, and financial planning
- Building and maintaining strong relationships with clients to ensure their ongoing financial well-being
- Staying up-to-date with industry developments, regulations, and best practices to provide the highest level of service
About You
To be successful in this role, you will need:
- Proven experience in financial planning and wealth management
- Strong analytical and problem-solving skills to develop and implement effective financial plans
- Excellent communication and interpersonal skills to build and maintain strong relationships with clients
- Proficiency in MS Office and CRM systems to manage client data and communications
- Diploma in Financial Services or equivalent qualification
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 exceptional service
- Develop your skills and knowledge through ongoing training and professional development
- Build a rewarding career with opportunities for growth and advancement
- Enjoy a competitive remuneration package that reflects your skills and experience
Benefits
We offer a range of benefits to support your career 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 skills and experience
- Paraplanning and admin support to help you manage your workload
- Market-focused training to keep you up-to-date with industry developments
- Business and personal development opportunities to help you grow your career
- An infrastructure to support your success and help you deliver exceptional service to clients
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