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Financial Planning Expert
2 months ago
Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a range of high net-worth clients.
Key Responsibilities:- Provide comprehensive financial planning and advice to clients, taking into account their individual needs and goals.
- Support investment professionals in cultivating client relationships and developing business opportunities.
- Collaborate with colleagues to achieve business objectives and contribute to a positive team environment.
- Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with relevant laws and regulations.
- Develop and maintain strong relationships with clients, understanding their financial situations and providing tailored advice and guidance.
- Hold a Diploma in Financial Advice or equivalent qualification.
- Have some industry sales experience and a strong understanding of the investment business.
- Possess excellent interpersonal skills, with the ability to communicate complex financial information effectively.
- Be able to work independently and as part of a team, with a strong focus on professionalism and adaptability.
- Full administration support to enable focus on client-facing activities.
- Access to a comprehensive paraplanning service to aid in the delivery of high-quality advice.
- Development opportunities to achieve Chartered status and enhance career prospects.
