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Financial Planner

2 months ago

Carlisle, Cumbria, United Kingdom Rachael Bell Wealth Management Full time £90,000
Unlock Your Potential as a Financial Planner

At Rachael Bell Wealth Management, we're on the hunt for a talented Financial Planner who shares our passion for delivering exceptional financial planning services to our clients. If you're a motivated and experienced professional looking to take your career to the next level, we'd love to hear from you

About the Role

We're seeking a skilled Financial Planner to join our dynamic team, where you'll have the opportunity to work closely with our clients to understand their financial goals and aspirations. As a key member of our team, you'll be responsible for providing expert financial planning advice, developing and implementing tailored solutions, and building strong relationships with our clients.

What We're Looking For
  • A minimum of 5 years' experience in financial planning, with a Level 4 Qualification in Regulated Financial Advice and working towards a Level 6 Advanced Qualification
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • A competitive salary and generous on-target earnings bonus, reflecting your experience and expertise
  • Ongoing training and support to help you develop your skills and advance your career
Why Join Us?

At Rachael Bell Wealth Management, we're committed to creating a supportive and collaborative work environment that allows our team members to thrive. We offer a range of benefits, including:

  • A competitive salary and bonus structure
  • Ongoing training and development opportunities
  • A dynamic and supportive team environment
  • The chance to work with a diverse range of clients and develop your skills and expertise

We're looking for someone who is passionate about delivering exceptional financial planning services, has a strong work ethic, and is committed to building long-term relationships with our clients. If you're a motivated and experienced Financial Planner looking for a new challenge, we'd love to hear from you