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Financial Planning Specialist

2 months ago

Cornwall, United Kingdom Quilter Financial Planning Full time

**Job Summary**

Quilter Financial Planning is seeking a highly skilled Financial Adviser to join their team. As a Financial Adviser, you will be responsible for providing fully holistic financial advice to a varied range of clients and supporting investment professionals to cultivate client relationships.

**Key Responsibilities**

  • Understanding complex information and analyzing financial data to provide informed advice to clients
  • Building and maintaining strong relationships with clients and colleagues through effective team building and collaboration
  • Consistently delivering high-quality advice and services to clients
  • Adapting to changing circumstances and priorities in a fast-paced environment
  • Conducting research and analysis to stay up-to-date with industry developments and trends
  • Maintaining client confidentiality and adhering to professional standards
  • Developing strong listening and communication skills to effectively engage with clients and colleagues
  • Maintaining accurate and detailed records of client interactions and advice provided
  • Requiring a Diploma in Financial Advice and some industry sales experience
  • Excellent interpersonal skills and a strong understanding of the investment business

**Benefits**

  • Salary negotiable dependent on experience
  • Full administration service and paraplanning support