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Financial Services Consultant

2 months ago

Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full time
Job Description

Job Title: Financial Service Planner

Company: Bellamy Wealth Management Ltd

Job Type: Full-time

Job Summary:

We are seeking a highly skilled and experienced Financial Service Planner to join our team. As a Financial Service Planner, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Develop and implement personalized financial plans for clients
  • Provide ongoing financial advice and guidance to clients
  • Build and maintain strong relationships with clients
  • Stay up-to-date with industry developments and regulatory changes
  • Collaborate with other professionals to provide comprehensive financial solutions

Requirements:

  • Level 4 Qualification in Financial Advice or relevant professional experience
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • Proficiency in financial planning software and tools

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for professional development and growth
  • Collaborative and supportive work environment
  • Flexible working arrangements

About Us:

Bellamy Wealth Management Ltd is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. We are committed to providing exceptional service and expertise to our clients, and we are seeking like-minded professionals to join our team.