Financial Planning Specialist

5 days ago


Leicestershire, United Kingdom Quilter Financial Planning Full time

**About the Role**

Quilter Financial Planning is seeking an experienced Financial Advisor to join their team and provide comprehensive financial guidance to high net-worth clients. The ideal candidate will have a strong understanding of the investment business and excellent interpersonal skills.

**Key Responsibilities**

  • Analyzing complex financial data to provide informed advice to clients
  • Collaborating with investment professionals to cultivate client relationships
  • Providing fully holistic financial advice to clients
  • Supporting the development of client relationships

**Requirements**

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

**What We Offer**

  • Full Administration Service
  • Full Paraplanning Support
  • Development support to achieve Chartered status


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