Financial Planning Specialist

5 days ago


Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time

**About the Role**

We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide fully holistic financial advice to a diverse range of clients. As a key member of our team, 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
  • Industry sales experience
  • Excellent interpersonal and communication skills

**What We Offer**

A competitive salary negotiable based on experience, and the opportunity to work with a leading financial services company.



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