Financial Planning Specialist

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

**About the Role**

Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.

**Key Responsibilities**

  • Analysing complex financial data to provide informed advice
  • Collaborating with colleagues to build strong client relationships
  • Developing and maintaining a strong understanding of the investment business
  • Excellent interpersonal skills to communicate effectively with clients
  • Proficiency in record keeping and maintaining client confidentiality

**Requirements**

  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

**What We Offer**

  • Competitive salary and bonus package
  • Back-office support to ensure success


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