Financial Planning Specialist

4 days ago


Cornwall, United Kingdom Quilter Financial Planning Full time £30,000

About Quilter Financial Planning

We are a leading provider of financial planning and wealth management services, dedicated to helping individuals and families achieve their long-term financial goals.

Job Summary

We are seeking two experienced Financial Advisers to join our team in Cornwall. As a Financial Planning Specialist, you will be responsible for providing expert advice and guidance to clients on their financial planning and investment needs.

Key Responsibilities

  • Conduct thorough financial assessments and create personalized financial plans for clients
  • Provide ongoing advice and guidance on investment and wealth management strategies
  • Develop and maintain strong relationships with clients to ensure their ongoing financial needs are met
  • Stay up-to-date with industry developments and regulatory requirements to ensure compliance and best practice

Requirements

To be successful in this role, you will have:

  • Less than 2 years of experience in the financial services industry
  • A strong understanding of financial planning and wealth management principles
  • Excellent communication and interpersonal skills
  • A proactive and customer-focused approach

What We Offer

We offer a competitive salary starting at £30,000, with opportunities for career progression and professional development. If you are a motivated and ambitious individual looking to build a successful career in financial planning, we encourage you to apply.



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