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Financial Planning Specialist

2 months ago

Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time
Job Overview

**About the Role**

We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. The successful candidate will work closely with investment professionals to develop and maintain strong client relationships.


Key Responsibilities

  • Provide holistic financial advice to clients, taking into account their individual needs and goals.
  • Collaborate with investment professionals to cultivate and maintain strong client relationships.
  • Analyse complex financial data to inform advice and make recommendations.
  • Develop and maintain a deep understanding of the investment business and its various products.
  • Excellent interpersonal skills are essential for building strong relationships with clients and colleagues.


Requirements


  • Diploma in Financial Advice or equivalent qualification.
  • Some industry sales experience, preferably in a financial services environment.
  • Strong understanding of the investment business and its various products.
  • Excellent communication and interpersonal skills.


What We Offer

A competitive salary package, negotiable based on experience, and opportunities for professional growth and development within a dynamic and supportive team.