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Telford, Telford and Wrekin, United Kingdom Quilter Financial Planning Full time

CHARTERED FINANCIAL CONSULTANT NEEDED

Quilter Financial Planning is seeking a skilled Chartered Financial Consultant to provide comprehensive financial guidance to a diverse portfolio of affluent clients. This role involves collaborating with investment specialists to enhance client relationships and deliver tailored financial solutions.

Key Responsibilities:

  • Analyze intricate financial data to inform decision-making.
  • Foster teamwork and collaboration within the organization.
  • Maintain a high level of professionalism and adaptability in client interactions.
  • Ensure client confidentiality through diligent research and analysis.
  • Exhibit strong listening and communication skills for effective record-keeping.

Essential Skills:

  • Proficient in understanding and interpreting complex financial information.
  • Experience in sales within the financial industry.
  • Deep knowledge of investment strategies and market dynamics.
  • Exceptional interpersonal abilities to build and maintain client relationships.

Qualifications:

  • Chartered status in Financial Advice.
  • Proven experience in financial sales.
  • Thorough understanding of the investment landscape.
  • Outstanding communication and relationship-building skills.