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Financial Planning Specialist

1 month ago

Woodbridge, Suffolk, United Kingdom Quilter Financial Planning Full time
Join Our Team as a Financial Planning Specialist

We are seeking a highly skilled Financial Planning Specialist to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing bespoke financial planning solutions to our clients, helping them achieve their financial goals and secure their financial future.

Key Responsibilities:

  • Provide comprehensive financial planning support to clients, including investment advice and tax planning
  • Work closely with our investment professionals to cultivate strong client relationships and deliver exceptional service
  • Conduct thorough financial analysis and provide recommendations to clients on investment strategies and financial planning

Requirements:

  • Strong understanding of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Diploma in Financial Advice or equivalent qualification

What We Offer:

  • Full administration support and paraplanning services
  • Opportunities for professional development and career growth
  • A dynamic and supportive team environment

About Us:

Quilter Financial Planning is a leading provider of financial planning services, dedicated to helping our clients achieve their financial goals and secure their financial future. We are committed to delivering exceptional service and building long-term relationships with our clients.

Apply Now:

If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information]. We look forward to hearing from you