Financial Planning Specialist
1 month ago
At Quilter Financial Planning, we're seeking a skilled Financial Planning Specialist to join our team. As a key member of our team, you'll provide bespoke financial planning services to our clients, helping them achieve their financial goals.
Key Responsibilities:
- Provide comprehensive financial planning support to clients, including investment advice and tax planning.
- Collaborate with investment professionals to cultivate strong client relationships.
- Analyse complex financial data to identify opportunities for growth and improvement.
Requirements:
- Diploma in Financial Advice or equivalent qualification.
- Strong understanding of the investment business and financial markets.
- Excellent interpersonal and communication skills.
- Ability to work collaboratively as part of a team.
What We Offer:
- Full administration support to ensure seamless delivery of services.
- Opportunities for professional development and growth.
- A dynamic and supportive work environment.
We're proud to be part of the Quilter group, a leading provider of financial services with a rich history dating back to 1771. If you're passionate about delivering exceptional financial planning services and have a strong desire to make a difference in people's lives, we'd love to hear from you.
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