Financial Planning Specialist
3 days ago
We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing bespoke financial planning services to our clients, helping them achieve their financial goals and secure their financial futures.
Key Responsibilities:
- Provide comprehensive financial planning support to clients, including investment advice and wealth management services.
- Work closely with our investment professionals to cultivate strong client relationships and deliver exceptional customer service.
- Conduct thorough financial analyses and provide tailored advice to clients, taking into account their individual needs and circumstances.
Requirements:
- Proven experience in financial planning and wealth management, with a strong understanding of investment products and services.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Diploma in Financial Advice or equivalent qualification.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.
What We Offer:
- A competitive salary and benefits package.
- Ongoing training and development opportunities to help you achieve your career goals.
- The chance to work with a leading financial services company and contribute to the success of our team.
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