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Financial Planning Advisor

2 months ago

Truro, Cornwall, United Kingdom Quilter Financial Planning Full time

**About the Role**

We are seeking a highly skilled Financial Planning Advisor to join our team at Quilter Financial Planning. As a Financial Planning Advisor, 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**

  • Analysing complex financial data to provide informed advice to clients
  • Collaborating with investment professionals to develop and implement financial plans
  • Building strong relationships with clients to understand their financial goals and objectives
  • Providing ongoing support and guidance to clients to ensure their financial plans remain on track
  • Staying up-to-date with industry developments and regulatory requirements to ensure compliance

**Requirements**

  • Diploma in Financial Advice or equivalent qualification
  • 1-2 years experience in financial advice or a related field
  • Strong understanding of the investment business and financial markets
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a team

**What We Offer**

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Financial Planning Advisor looking for a new challenge, we would love to hear from you.