Financial Planner
4 days ago
Job Title: Financial Planner
Company: Bellamy Wealth Management Ltd
Job Type: Full-time
Industry: Financial Services
About the Role:
- We are seeking an experienced Financial Planner to join our team in Swindon.
- The successful candidate will have a Level 4 Qualification in Financial Advice or relevant professional experience.
- As a Financial Planner, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals.
- You will work closely with our team to develop and implement financial plans, ensuring that clients receive the best possible service.
- Opportunities for career advancement and professional development are available.
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.
- Support with becoming Chartered.
- Competitive employed contract and perks.
Requirements:
- Proven experience in financial planning or a related field.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Excellent problem-solving and analytical skills.
- Chartered status or working towards it.
What We're Looking For:
- A motivated and ambitious individual who is passionate about financial planning.
- Someone who is proactive, energetic, and enthusiastic about delivering exceptional client service.
- A team player who is committed to working collaboratively with colleagues to achieve business objectives.
- A self-starter who is able to maximise the support structure behind them to achieve their aspirations and potential.
- A person who cares deeply about best practice, strong team spirit, and positive client outcomes.
How to Apply:
Please submit your application, including your CV and a cover letter, to us.
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