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Financial Planning Specialist
2 months ago
We are seeking two experienced Financial Advisers to join our team at Quilter Financial Planning. As a Financial Planning Specialist, you will be responsible for providing expert advice to clients on their financial goals and objectives.
Key Responsibilities:
- Develop and implement personalized financial plans for clients
- Conduct thorough financial assessments and provide recommendations for investment and wealth management strategies
- Build and maintain strong relationships with clients to ensure their ongoing financial needs are met
- Stay up-to-date with industry developments and regulatory requirements to ensure compliance and best practices
Requirements:
- 2+ years of experience in financial planning or a related field
- Strong knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Quilter Financial Planning offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Financial Adviser looking for a new challenge, please submit your application.
