Financial Planning Specialist
6 days ago
**About the Role**
Quilter Financial Planning is seeking a highly skilled Financial Adviser to join their team and provide comprehensive financial advice to a diverse range of clients. As a Financial Adviser, you 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.
- Analyse complex financial data to identify opportunities and risks.
- Collaborate with colleagues to cultivate strong client relationships and drive business growth.
- Develop and maintain a deep understanding of the investment business and its complexities.
- Communicate effectively with clients, colleagues, and other stakeholders to ensure seamless service delivery.
- Stay up-to-date with industry developments and regulatory requirements to ensure compliance.
**Requirements**
- Diploma in Financial Advice or equivalent qualification.
- 1-2 years of experience in financial advice or a related field.
- Strong understanding of the investment business and its complexities.
- Excellent interpersonal and communication skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
**What We Offer**
Quilter Financial Planning offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Financial Adviser looking to take your career to the next level, we encourage you to apply.
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