Financial Planner

2 days ago

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

{"h1": "Financial Planner Opportunity", "p": "At Bellamy Wealth Management Ltd, we are seeking an experienced or aspiring financial adviser to join our team in Swindon. As a Financial Planner, 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 ideal candidate will be a proactive, energetic, and ambitious individual who is ready to take the next step in their career. You will have a client-centric approach and mindset, and be able to develop strong and lasting professional relationships with clients, both in person and remotely.

We offer a competitive employed contract and perks, as well as new business and marketing support, including lead generation. You will also have the opportunity to take a management stake within the business and receive back office support for Advisers.

If you are a self-starter who can maximise the support structure behind you to achieve your aspirations and potential, and care deeply about best practice, strong team spirit and positive client outcomes, we would love to hear from you.

Key Responsibilities:

* Provide true financial advice to clients to help them meet their needs and objectives
* Develop and maintain strong relationships with clients
* Work collaboratively with the team to achieve business goals
* Stay up-to-date with industry developments and best practices

What We Offer:

* Competitive salary and benefits package
* Opportunities for career development and progression
* Collaborative and supportive work environment
* Access to industry-leading training and development programs

If you are a motivated and ambitious individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

Please note that this is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment.

We look forward to hearing from you"}

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