Financial Planning Specialist

7 days ago

Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full time

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.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance to help them achieve their financial objectives.
  • Stay up-to-date with industry developments and best practices, ensuring that clients receive the most effective and efficient financial advice.
  • Collaborate with colleagues to share knowledge and expertise, driving business growth and improving client outcomes.
  • Contribute to the development of new business strategies and initiatives, helping to drive the company's success.

What We Offer:

  • New business and marketing support, including lead generation and business development opportunities.
  • The chance to take a management stake within the business, driving your own success and growth.
  • Access to a comprehensive back office support system, allowing you to focus on delivering exceptional client service.
  • Opportunities for professional development, including support with becoming Chartered.
  • A competitive employed contract and a range of benefits.

About Us: Bellamy Wealth Management Ltd is a dynamic and forward-thinking company, committed to delivering exceptional financial advice and support to our clients. We're passionate about helping individuals and businesses achieve their financial goals, and we're looking for talented professionals to join our team.

What You'll Need: To be successful in this role, you'll need to be a highly motivated and ambitious individual, with a strong passion for financial planning and advice. You'll also need to have a Level 4 Qualification in Financial Advice, or relevant professional experience.

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