Wealth Management Advisor

3 months ago

Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full time

Position Overview:

As a key player in our dynamic team at Rachael Bell Wealth Management, you will redefine the standards of financial planning. We pride ourselves on our innovative approach, moving away from traditional methods to create meaningful relationships with our clients.

Your Role: In this position, you will engage directly with clients, understanding their financial aspirations and providing tailored advice to help them achieve their goals. Your unique perspective and vibrant personality will be essential in enhancing our marketing initiatives, which include podcasts, social media outreach, and various media features.

Essential Qualifications: To thrive in this role, you must possess the Level 4 Qualification in Regulated Financial Advice, along with a minimum of five years of relevant experience. Progressing towards the Level 6 Advanced Qualification is also preferred.

Compensation: We offer a competitive salary commensurate with experience, along with a lucrative bonus structure that allows for earnings exceeding £90k within two years for the right candidate.

Are You:

  • A proactive and ambitious individual ready to elevate your career?
  • Client-oriented, with a strong focus on delivering exceptional service?
  • Adept at building lasting professional relationships, both in-person and virtually?
  • A self-starter who can leverage available resources to maximize your potential?
  • Skilled in generating client referrals and managing them through to successful outcomes?
  • Committed to best practices and fostering a positive team environment?

Support from Rachael Bell Wealth Management:

We are dedicated to your success and will provide comprehensive support to facilitate your integration into our firm, including:

  • Access to existing client servicing opportunities, both private and corporate.
  • Specialized advice and technical assistance.
  • Robust marketing support to enhance your outreach.
  • Streamlined administrative processes to maximize your client interaction time.

Our commitment extends to providing you with the necessary training and resources to develop your career, expand your network, and grow your client base. You will collaborate with highly skilled professionals, utilizing proven strategies and cutting-edge technology to ensure efficient processing of client cases.

This role represents an excellent opportunity for an experienced financial planner seeking to advance their career within a supportive and growth-oriented environment. You will focus on delivering genuine financial planning services that align with clients' needs and objectives.

If you believe this opportunity aligns with your career aspirations, we encourage you to consider this role.

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