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Financial Planning Specialist

2 months ago


East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time £40,000

Job Opportunity

We are seeking a skilled Financial Advisor to join our team at Quilter Financial Planning. As a successful Financial Adviser, you will have a strong client base and a proven track record of delivering excellent financial planning services.

Key Responsibilities:

  • Provide expert financial planning advice to clients, helping them achieve their financial goals.
  • Develop and implement tailored financial plans, taking into account clients' individual needs and circumstances.
  • Build and maintain strong relationships with clients, ensuring their ongoing satisfaction and loyalty.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.

What We Offer:

  • A competitive basic salary of £40,000, with opportunities for additional earnings based on performance.
  • A comprehensive benefits package, including pension scheme, life insurance, and professional development opportunities.
  • A dynamic and supportive work environment, with a team of experienced professionals who share your passion for financial planning.

How to Apply:

For more information about this exciting opportunity, please contact us to discuss further.