Financial Planning Specialist
17 hours ago
We are seeking an experienced Financial Planner to join our team at Quilter Financial Planning, offering an exciting opportunity for a professional looking to develop and grow. This role will involve working on both employed and self-employed basis, providing financial planning services to clients across the UK.
Key Responsibilities:- Developing and implementing comprehensive financial plans tailored to individual client needs
- Providing expert advice on investment and pension products, ensuring clients meet their financial goals
- Building strong relationships with existing clients, fostering long-term trust and loyalty
Requirements:
- Proven experience in financial planning, with a Diploma in Financial Advice or equivalent qualification
- Strong analytical skills, with ability to interpret financial data and regulations
- Proficiency in MS Office and CRM systems, with excellent communication and interpersonal skills
Benefits:
- A competitive estimated salary of £50,000 - £70,000 per annum, depending on experience
- Full paraplanning and administrative support, allowing you to focus on high-value tasks
- Ongoing training and development opportunities, ensuring you stay up-to-date with industry developments
- National coverage, with opportunities to work with clients across the UK
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