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Investment Planning Consultant
2 months ago
Job Title: Financial Planner
Location: Swindon
Minimum Requirements: Holds a Level 4 Qualification in Financial Advice, or relevant professional experience
Opportunity: We have had fantastic growth in one of our established Partner practices based in Swindon and with that, it means they are looking to expand.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
- Provide expert advice on investment strategies, retirement planning, and wealth management.
- Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions.
- Stay up-to-date with industry developments and best practices, ensuring clients receive the highest level of service.
- Collaborate with the team to achieve business objectives and drive growth.
What We Offer:
- New business and marketing support, including lead generation and business development opportunities.
- Opportunity to take a management stake within the business, driving your own success.
- Access to back office support, allowing you to focus on client-facing activities.
- Support and resources to help you become Chartered, enhancing your professional credentials.
- A competitive employed contract and a range of benefits.
About Us: Bellamy Wealth Management Ltd is a dynamic and collaborative company committed to supporting our team members in their careers. We prioritize providing true financial advice to clients, helping them achieve their goals and objectives.
