Financial Planner
1 month ago
Rachael Bell Wealth Management is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
- Provide expert advice on investment strategies, retirement planning, and wealth management.
- Build and maintain strong relationships with clients, providing exceptional customer service and support.
- Stay up-to-date with industry developments and regulatory changes, ensuring that clients receive the best possible advice.
- Work collaboratively with other members of the team to achieve business objectives and deliver exceptional results.
- Minimum of 5 years' experience in financial planning or a related field.
- Relevant professional qualifications, such as the Level 4 Qualification in Regulated Financial Advice.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
- A competitive salary and bonus structure, with opportunities for career progression and professional development.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional results.
- The opportunity to work with a wide range of clients, from individuals to businesses, and to develop a deep understanding of their financial needs and goals.
- A comprehensive benefits package, including health insurance, pension scheme, and annual leave.
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Financial Planner
4 weeks ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesProvide expert financial planning advice to clients, taking into account their individual...
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Financial Planner
4 weeks ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesProvide expert financial planning advice to clients, taking into account their individual...
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Financial Planner
2 months ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesProvide expert financial planning advice to clients, taking into account their individual...
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Financial Planner
2 months ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesProvide expert financial planning advice to clients, taking into account their individual...
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Financial Planner
2 months ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesProvide expert financial planning advice to clients, taking into account their individual...
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Financial Planner
2 months ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesProvide expert financial planning advice to clients, taking into account their individual...
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Wealth Management Advisor
2 months ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timePosition Overview:At Rachael Bell Wealth Management, we are redefining the financial advisory landscape. Our approach to financial planning is anything but conventional, and we are seeking a dynamic individual to join our dedicated team.Your Role: As a Financial Planner, you will engage directly with clients, helping them navigate their financial aspirations...
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Wealth Management Advisor
3 months ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timePosition Overview:At Rachael Bell Wealth Management, we are redefining the financial advisory landscape. Our approach to financial planning is anything but conventional, and we are seeking a dynamic individual to join our dedicated team.Your Role: As a Financial Planner, you will engage directly with clients, helping them navigate their financial aspirations...
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Wealth Management Advisor
3 months ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timePosition 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,...
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Wealth Management Advisor
2 months ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timePosition 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,...
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Financial Planner
5 months ago
Penrith, United Kingdom Rachael Bell Wealth Management Full timeAbout the jobThe role: Ditch the grey suit, stock up on the biscuits and prepare to do financial planning Rachael Bell Wealth Management style.We’re not your average financial advisors - we go about things differently in our Practice and are proud of what our compact but perfectly formed team achieves every day.Relationships with our clients are central to...
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Financial Planning Assistant
5 months ago
Penrith, United Kingdom Finlink Ltd Full timehis is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planning Assistant with a salary of up to £29k, depending on experience. The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial...
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Lgv Driver
5 months ago
Penrith, United Kingdom Esken Renewables Full time**Description**: Esken Renewables is on the lookout for top talent, to join our innovative and results-oriented team. Esken Renewables is the UK’s number one supplier of biomass fuel! It has long-term contracts in place to supply nearly 2 million tonnes of fuel to Energy Recovery Facilities, generating renewable energy equivalent to the annual domestic...
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Lgv Driver
5 months ago
Penrith, United Kingdom Esken Renewables Full time**Description**: Esken Renewables is on the lookout for top talent, to join our innovative and results-oriented team. Esken Renewables is the UK’s number one supplier of biomass fuel! It has long-term contracts in place to supply nearly 2 million tonnes of fuel to Energy Recovery Facilities, generating renewable energy equivalent to the annual domestic...
