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Financial Planning Specialist

2 months ago

South East England, United Kingdom Quilter Financial Planning Full time £50,000
Job Opportunity at Quilter Financial Planning

We are seeking two experienced Financial Advisors to join our team at Quilter Financial Planning. As a leading provider of financial planning services, we offer a dynamic and supportive environment for our professionals to grow and succeed.

Key Responsibilities:

  • Provide expert financial planning advice to clients, helping them achieve their long-term goals and objectives.
  • Conduct thorough financial assessments and develop tailored investment strategies to meet individual client needs.
  • Build and maintain strong relationships with clients, ensuring exceptional customer service and satisfaction.

Requirements:

  • Minimum 2 years of experience in financial planning or a related field.
  • Strong knowledge of financial products and services, including investments, pensions, and tax planning.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.

What We Offer:

  • A competitive annual salary starting at £50,000.
  • Ongoing training and professional development opportunities to enhance your skills and expertise.
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.