Financial Planning Specialist
6 days ago
Financial Service Planner
At Bellamy Wealth Management Ltd, we are seeking a skilled Financial Planner to join our team. The ideal candidate will hold a Level 4 Qualification in Financial Advice or have relevant professional experience.
Key Responsibilities:
- Develop and maintain strong, lasting professional relationships with clients, both in person and remotely.
- Provide expert financial advice to clients, helping them meet their needs and objectives.
- Work collaboratively with our team to deliver exceptional client service and support.
- Stay up-to-date with industry developments and best practices to ensure our clients receive the highest level of service.
About the Role:
This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career. As a Financial Service Planner with Bellamy Wealth Management Ltd, you will have the opportunity to work with a company that is committed to supporting you on your journey in a highly collaborative environment.
Our company offers a competitive employed contract and a range of perks, including back office support for advisers. If you are passionate about delivering exceptional client service and have a strong desire to succeed in a dynamic and supportive environment, we encourage you to apply for this exciting opportunity.
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