Financial Planning Specialist

6 days ago


Cornwall, United Kingdom Quilter Financial Planning Full time

**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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