Wealth Management Specialist
6 days ago
**About the Role**
Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.
**Key Responsibilities**
- Analyzing complex financial data to provide informed advice
- Collaborating with colleagues to build strong client relationships
- Developing and maintaining a deep understanding of the investment business
- Providing exceptional customer service and support
- Staying up-to-date with industry developments and best practices
**Requirements**
- Diploma in Financial Advice or equivalent
- Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal and communication skills
**What We Offer**
- Full administration support
- Paraplanning assistance
- Development opportunities to achieve Chartered status
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