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Financial Planning Specialist

2 months ago

Woodbridge, Suffolk, United Kingdom Quilter Financial Planning Full time
Financial Planning Specialist

At Quilter Financial Planning, we're seeking a skilled Financial Planning Specialist to join our team. As a key member of our team, you'll provide bespoke financial planning services to our clients, helping them achieve their financial goals.

Key Responsibilities:

  • Provide comprehensive financial planning support to clients, including investment advice and tax planning.
  • Collaborate with investment professionals to cultivate strong client relationships.
  • Analyse complex financial data to identify opportunities for growth and improvement.

Requirements:

  • Diploma in Financial Advice or equivalent.
  • Strong understanding of the investment business and financial markets.
  • Excellent interpersonal and communication skills.
  • Ability to work in a team environment and build strong relationships with clients and colleagues.

What We Offer:

  • Full administration support and paraplanning services.
  • Development opportunities to achieve Chartered status.
  • A dynamic and supportive work environment.

We're committed to providing our clients with exceptional service and expertise. If you're a motivated and experienced Financial Planning Specialist looking for a new challenge, we'd love to hear from you.