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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 qualification.
  • Strong understanding of the investment business and financial markets.
  • Excellent interpersonal and communication skills.
  • Ability to work collaboratively as part of a team.

What We Offer:

  • Full administration support to ensure seamless delivery of services.
  • Opportunities for professional development and growth.
  • A dynamic and supportive work environment.

We're proud to be part of the Quilter group, a leading provider of financial services with a rich history dating back to 1771. If you're passionate about delivering exceptional financial planning services and have a strong desire to make a difference in people's lives, we'd love to hear from you.