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Financial Planning Specialist
2 months ago
About Quilter Financial Planning
We are a leading provider of financial planning and wealth management services, dedicated to helping individuals and families achieve their long-term financial goals.
Job Summary
We are seeking two experienced Financial Advisers to join our team in Cornwall. As a Financial Planning Specialist, you will be responsible for providing expert advice and guidance to clients on their financial planning and investment needs.
Key Responsibilities
- Conduct thorough financial assessments and create personalized financial plans for clients
- Provide ongoing advice and guidance on investment and wealth management strategies
- Develop 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 practice
Requirements
To be successful in this role, you will have:
- Less than 2 years of experience in the financial services industry
- A strong understanding of financial planning and wealth management principles
- Excellent communication and interpersonal skills
- A proactive and customer-focused approach
What We Offer
We offer a competitive salary starting at £30,000, with opportunities for career progression and professional development. If you are a motivated and ambitious individual looking to build a successful career in financial planning, we encourage you to apply.
