Financial Planning Specialist
5 days ago
**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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