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Financial Planning Specialist
2 months ago
**About the Role**
Quilter Financial Planning is seeking an experienced Financial Adviser 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:
- Provide holistic financial advice to clients, including investment guidance and wealth management.
- Support investment professionals in cultivating client relationships and developing business.
- Collaborate with the team to achieve business objectives and deliver exceptional client service.
- Stay up-to-date with industry developments and regulatory requirements.
Requirements:
- Diploma in Financial Advice or equivalent qualification.
- Industry sales experience and a strong understanding of the investment business.
- Excellent interpersonal and communication skills.
What We Offer:
- Full administration support and paraplanning services.
- Development opportunities to achieve Chartered status.
- A dynamic and supportive work environment.
