Financial Planning Specialist

4 weeks ago


Swindon, Swindon, United Kingdom Quilter Financial Planning Full time

Join our dynamic financial planning practice as a Financial Adviser and expand your career with our comprehensive training and support. You will be working closely with a team of experienced professionals to provide first-class financial advice to a diverse range of clients.

Key Responsibilities:

  • Deliver tailored financial advice to clients on investments, pensions, and protection.
  • Conduct thorough analysis of clients' financial circumstances and provide expert guidance.
  • Develop and implement innovative financial strategies to meet clients' goals and objectives.
  • Stay up-to-date with the latest market trends and regulatory requirements.
  • Collaborate with colleagues to drive business growth and development.

Requirements:

  • Level 4 Diploma Qualified CII /LIBF equivalent.
  • CAS Achieved / Hold annual SPS (Statement of Professional Standing).
  • Full Driving Licence.
  • Experience working within a financial services background.
  • Excellent communication and interpersonal skills.

Benefits:

  • Full Administration Service.
  • Full Paraplanning Support.
  • Pension.
  • Holidays - 31 days rising to 33 days over 2 years.
  • Expenses.


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