Wealth Management Advisor
6 days ago
We are seeking a highly skilled and experienced Financial Service Planner to join our team at Bellamy Wealth Management Ltd.
Key Responsibilities:
- Develop and maintain strong 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.
Requirements:
- Hold a Level 4 Qualification in Financial Advice or relevant professional experience.
- Have a strong understanding of financial planning principles and practices.
- Be able to work independently and as part of a team.
- Have excellent communication and interpersonal skills.
What We Offer:
- A competitive employed contract and a range of benefits.
- Ongoing training and development opportunities to support your career growth.
- A collaborative and supportive work environment.
About Us:
Bellamy Wealth Management Ltd is a leading provider of financial planning and wealth management services. We are committed to delivering exceptional client service and supporting our team members in their careers.
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