Employed Financial Adviser - Contact Shelley Barrett

Quilter Financial Planning is looking for a dedicated Employed Financial Adviser to join our team. As a Financial Adviser, you will provide expert financial advice and planning services to our clients, helping them achieve their financial goals and secure their financial future.

Key Responsibilities:

• Deliver tailored financial advice and solutions to clients based on their individual needs and circumstances.
• Develop and maintain strong client relationships to ensure high levels of client satisfaction and retention.
• Keep up-to-date with financial regulations, products, and industry trends to provide the best advice.
• Work collaboratively with colleagues to support business objectives and client outcomes.
• Maintain accurate client records and comply with all regulatory and compliance requirements.

Requirements:

• Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent).
• Proven experience in providing financial advice within a professional setting.
• Strong communication and interpersonal skills to effectively engage with clients.
• Ability to analyze financial information and develop appropriate strategies.
• Commitment to maintaining up-to-date knowledge of industry developments and compliance standards.
• Proactive and client-focused approach.

• Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent)
• Proven experience in financial advisory roles
• Strong communication and interpersonal skills
• Analytical skills to assess and develop financial strategies
• Up-to-date knowledge of financial regulations and products
• Client-focused and proactive attitude