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Financial Planning Specialist

2 months ago

Carlisle, Cumbria, United Kingdom Rachael Bell Wealth Management Full time £90,000

About Us

Rachael Bell Wealth Management is a dynamic and forward-thinking financial services company that prides itself on its unique approach to financial planning.

Our Mission

We are dedicated to providing our clients with personalized and tailored financial solutions that cater to their individual needs and goals.

Job Summary

We are seeking an experienced and skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing expert financial advice and guidance to our clients, helping them to achieve their financial objectives and goals.

Key Responsibilities

  • Provide personalized financial planning and advice to clients
  • Conduct thorough financial assessments and create tailored financial plans
  • Develop and maintain strong relationships with clients
  • Stay up-to-date with industry developments and regulatory changes
  • Collaborate with the team to achieve business objectives

Requirements

  • Level 4 Qualification in Regulated Financial Advice
  • Relevant professional experience, ideally 5 years or more
  • Working towards Level 6 Advanced Qualification
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer

  • Competitive salary and on-target earnings bonus
  • Opportunities for professional development and growth
  • Collaborative and dynamic work environment
  • Supportive team and management

Why Join Us

At Rachael Bell Wealth Management, we offer a unique and supportive work environment that allows our employees to thrive and grow. We are committed to providing our clients with exceptional service and expertise, and we are seeking like-minded individuals to join our team.