Financial Planning Specialist

2 months ago

Woodbridge, Suffolk, United Kingdom Quilter Financial Planning Full time

At Quilter Financial Planning, we are seeking a skilled Financial Planning Specialist to join our team.

About the Role:

We are looking for a highly motivated and experienced Financial Planning Specialist to provide bespoke financial planning services to our clients. As a key member of our team, you will be responsible for analyzing clients' financial situations, identifying areas for improvement, and developing tailored financial plans to help them achieve their goals.

Key Responsibilities:

  • Provide comprehensive financial planning services to clients, including investment advice and tax planning.
  • Conduct thorough financial analyses to identify areas for improvement and develop strategies to achieve clients' goals.
  • Develop and maintain strong relationships with clients, understanding their financial needs and providing personalized advice.
  • Collaborate with other professionals within the company to ensure seamless delivery of services.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations.

Requirements:

  • Minimum of 2 years' experience in financial planning or a related field.
  • Strong understanding of financial planning principles, investment products, and tax laws.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Ability to work independently and as part of a team, with a strong attention to detail and organizational skills.
  • Relevant qualifications, such as a Diploma in Financial Advice or a Chartered Financial Planner designation.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.
  • Access to industry-leading training and resources.

Quilter Financial Planning:

We are a leading provider of financial planning services, with a strong reputation for delivering high-quality advice and support to our clients. Our team is dedicated to helping individuals and families achieve their financial goals, and we are committed to providing exceptional service and expertise.

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