Financial Planning Specialist

5 days ago


East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

We are seeking a skilled Financial Planning Specialist to join our team at Quilter Financial Planning. As a successful Financial Adviser, you will have a strong client bank and a proven track record of delivering excellent financial solutions.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on investment and wealth management strategies
  • Build and maintain strong relationships with clients to ensure long-term growth and satisfaction

Requirements:

  • Minimum 2 years of experience in financial planning or a related field
  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary starting at £40,000
  • Ongoing training and professional development opportunities
  • A dynamic and supportive work environment


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