Financial Planning Specialist

2 months ago

London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000
About the Role

We are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Conduct thorough financial assessments, providing tailored advice and recommendations to clients.
  • Work closely with our clients to create personalized financial plans, ensuring they are on track to meet their objectives.
  • Stay up-to-date with industry developments, ensuring our clients receive the best possible advice.
  • Collaborate with our team to deliver exceptional client service, ensuring our clients feel valued and supported.
Requirements
  • Diploma in Financial Advice or equivalent qualification.
  • Strong understanding of the investment business and financial markets.
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
What We Offer
  • Competitive salary and bonus structure.
  • Ongoing training and development opportunities, ensuring you stay up-to-date with industry developments.
  • Access to a range of benefits, including pension and death in service benefits.
  • Flexible working arrangements, with the ability to work from home or in our office.
  • Opportunities for career progression and professional growth.

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