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Financial Planning Specialist

2 months ago

Cornwall, United Kingdom Quilter Financial Planning Full time

**Job Summary**

We are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will be responsible for providing fully holistic financial advice to a varied range of clients and supporting investment professionals to cultivate client relationships.

**Key Responsibilities**

  • Understanding complex information and analyzing financial data to provide informed advice to clients
  • Building and maintaining strong relationships with clients and colleagues through effective team building and collaboration
  • Consistently delivering high-quality advice and services to clients
  • Exhibiting professionalism and adaptability in all interactions with clients and colleagues
  • Conducting research and analysis to stay up-to-date on industry developments and trends
  • Maintaining client confidentiality and adhering to industry standards
  • Developing strong listening and communication skills to effectively engage with clients
  • Maintaining accurate and detailed records of client interactions and advice provided

**Requirements**

  • Diploma in Financial Advice or equivalent qualification
  • Some industry sales experience and a strong understanding of the investment business
  • Excellent interpersonal skills and ability to build strong relationships with clients and colleagues

**Benefits**

  • Salary negotiable dependent on experience
  • Full administration service and support
  • Full paraplanning support