Career Advancement Opportunity in Financial Planning

6 days ago

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

Job Title: Financial Planner

About the Opportunity

Bellamy Wealth Management Ltd is seeking a skilled Financial Planner to join our team in Swindon. As a Financial Planner, you will play a crucial role in helping clients achieve their financial goals and objectives.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide expert financial advice and guidance to clients, helping them make informed decisions about their financial futures.
  • Build and maintain strong relationships with clients, understanding their goals and objectives and delivering tailored solutions to meet their needs.
  • Stay up-to-date with industry developments and best practices, ensuring that clients receive the highest level of service and expertise.
  • Collaborate with colleagues to share knowledge and expertise, driving business growth and success.

Requirements

  • Hold a Level 4 Qualification in Financial Advice or relevant professional experience.
  • Demonstrate a client-centric approach and mindset, with a strong focus on delivering exceptional customer service.
  • Be a proactive, energetic, and ambitious individual, with a passion for developing strong professional relationships with clients.
  • Have a strong ability to work independently, with minimal supervision, and as part of a team to achieve business objectives.
  • Be committed to best practice, strong team spirit, and positive client outcomes.

What We Offer

  • New business and marketing support, including lead generation.
  • Opportunity to take a management stake within the business.
  • Back office support for Advisers.
  • Opportunity and support with becoming Chartered.
  • Competitive employed contract and perks.

About Us

Bellamy Wealth Management Ltd is a dynamic and collaborative company, committed to supporting our employees in their careers and personal development. We offer a highly collaborative environment, where you can focus on providing true financial advice to clients and helping them meet their needs and objectives.

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