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Financial Planning Specialist

2 months ago

London, Greater London, United Kingdom Quilter Financial Planning Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Planning Specialist, you will play a key role in helping our clients achieve their financial goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans to meet clients' needs
  • Provide expert advice on investment and pension products
  • Build and maintain strong relationships with clients to ensure long-term loyalty
  • Stay up-to-date with industry regulations and best practices
  • Collaborate with colleagues to share knowledge and expertise
Requirements
  • Proven experience as a financial planner with a strong track record of success
  • Ability to analyze complex financial information and provide clear recommendations
  • Excellent communication and interpersonal skills
  • Strong attention to detail and organizational skills
  • Diploma in Financial Services or equivalent qualification
What We Offer
  • A competitive salary and bonus structure
  • Ongoing training and professional development opportunities
  • A supportive and collaborative team environment
  • The chance to work with a leading financial services business