Financial Services Consultant
4 days ago
Job Title: Financial Service Planner
Company: Bellamy Wealth Management Ltd
Job Type: Full-time
Job Summary:
We are seeking a highly skilled and experienced Financial Service Planner to join our team. As a Financial Service Planner, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.
Key Responsibilities:
- Develop and implement personalized financial plans for clients
- Provide ongoing financial advice and guidance to clients
- Build and maintain strong relationships with clients
- Stay up-to-date with industry developments and regulatory changes
- Collaborate with other professionals to provide comprehensive financial solutions
Requirements:
- Level 4 Qualification in Financial Advice or relevant professional experience
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
- Proficiency in financial planning software and tools
What We Offer:
- Competitive salary and benefits package
- Opportunities for professional development and growth
- Collaborative and supportive work environment
- Flexible working arrangements
About Us:
Bellamy Wealth Management Ltd is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. We are committed to providing exceptional service and expertise to our clients, and we are seeking like-minded professionals to join our team.
-
Financial Service Consultant
1 day ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob DescriptionJob Title: Financial Service PlannerCompany: Bellamy Wealth Management LtdAbout the Role:We are seeking a highly skilled and experienced Financial Service Planner to join our team. As a Financial Service Planner, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and...
-
Financial Service Consultant
1 day ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob DescriptionJob Title: Financial Service PlannerCompany: Bellamy Wealth Management LtdAbout the Role:We are seeking a highly skilled and experienced Financial Service Planner to join our team. As a Financial Service Planner, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and...
-
Financial Analysis Business Consultant
4 weeks ago
Swindon, Swindon, United Kingdom Randstad Financial & Professional Full timeKey Responsibilities:Stakeholder Collaboration: Cultivate and sustain partnerships with stakeholders across various functions and the organization, ensuring effective communication and information sharing. Project Oversight: Utilize knowledge of project management methodologies to supervise intricate projects and guarantee timely completion. Leadership and...
-
Financial Services Consultant
4 weeks ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timeJoin a Leading Financial Services FirmAre you an accomplished Financial Adviser looking for a new opportunity? This role offers the chance to work remotely while receiving high-quality leads from a reputable firm.About the Role:As a Financial Adviser, you will be part of a well-regarded Independent Financial Advisory (IFA) firm.The firm is known for its...
-
Experienced Financial Consultant
4 weeks ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timePosition OverviewAre you a seasoned Financial Consultant with a strong background in financial planning? This role offers the flexibility of working from home while benefiting from a steady stream of quality leads.This opportunity is with a reputable Independent Financial Advisory firm known for its innovative client services and recognition in industry...
-
Senior Financial Consultant
4 weeks ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timePosition OverviewAre you an accomplished Financial Consultant with extensive experience, looking for a flexible role that allows you to work from home while receiving quality leads?This is an exceptional chance to become part of a well-regarded Independent Financial Advisory firm that is consistently enhancing its client offerings and gaining recognition in...
-
Experienced Financial Consultant
4 weeks ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timePosition OverviewAre you a seasoned Financial Consultant looking for a rewarding opportunity that allows for remote work while benefiting from high-quality leads?This role offers a chance to be part of a well-regarded Independent Financial Advisory firm that is consistently enhancing its client offerings and gaining recognition in the financial industry.You...
-
Experienced Financial Consultant
4 weeks ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timeJob OverviewAre you a seasoned Financial Consultant looking for a rewarding opportunity with a reputable firm? This position offers the flexibility of working from home while receiving high-quality leads.This is an exceptional chance to become part of a well-regarded Independent Financial Advisory (IFA) firm that is consistently enhancing its client...
-
Experienced Financial Consultant
4 weeks ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timePosition OverviewAre you an accomplished Financial Consultant with a strong background in financial planning? This role offers the flexibility of working from home while benefiting from high-quality leads.This is an exceptional chance to be part of a well-regarded Independent Financial Advisory firm that is consistently enhancing its client offerings and...
-
Experienced Financial Consultant
4 weeks ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timePosition OverviewAre you a seasoned Financial Consultant with a passion for helping clients achieve their financial goals? This role offers a unique opportunity to work remotely while receiving high-quality leads.Our esteemed Independent Financial Advisory firm is dedicated to enhancing its client offerings and is recognized in the industry for its...
-
Financial Consultant
4 days ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timeAre you a highly experienced professional seeking an employed opportunity with a reputable IFA firm? This is a unique chance to join a respected organization that continually improves its client proposition and features in the industry press for its success.You will benefit from their multiple lead generation initiatives undertaken by a dedicated team.Key...
-
Financial Consultant
4 days ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timeAre you a highly experienced professional seeking an employed opportunity with a reputable IFA firm? This is a unique chance to join a respected organization that continually improves its client proposition and features in the industry press for its success.You will benefit from their multiple lead generation initiatives undertaken by a dedicated team.Key...
-
Financial Services Compliance Officer
1 week ago
Swindon, Swindon, United Kingdom Openwork Full timeJob SummaryWe are seeking an experienced Compliance Consultant to join our team at Openwork, providing effective risk-based second-line Compliance services across the wealth, mortgage, and protection channels.Key ResponsibilitiesProvide compliance consultancy to the Chief Risk & Compliance Officer, Channel Heads, Executive Committee, Senior Management Team,...
-
Financial Services Trainee
7 days ago
Swindon, Swindon, United Kingdom tPS Recruitment Full timeAbout the RoleWe are seeking a highly motivated and ambitious individual to join our Financial Team as a Trainee Financial Advisor. As a valued member of our team, you will be responsible for providing first-class administration support while learning the skills and knowledge required to become a successful Financial Planner.Key ResponsibilitiesProviding...
-
Senior Financial Consultant
3 days ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityWe are seeking a highly experienced Financial Advisor to join our team at Premier Jobs UK Limited.About the Role:As a Financial Advisor, you will be responsible for providing expert financial guidance to clients.You will work closely with our dedicated team to deliver high-quality services and achieve exceptional results.Our company is...
-
Senior Financial Consultant
3 days ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityWe are seeking a highly experienced Financial Advisor to join our team at Premier Jobs UK Limited.About the Role:As a Financial Advisor, you will be responsible for providing expert financial guidance to clients.You will work closely with our dedicated team to deliver high-quality services and achieve exceptional results.Our company is...
-
Financial Services Trainee
4 days ago
Swindon, Swindon, United Kingdom tPS Recruitment Full timeAbout the RoleWe are seeking a highly motivated and ambitious individual to join our Financial Team as a Trainee Financial Advisor. As a valued member of our team, you will be responsible for providing first-class administration support while learning the skills and knowledge required to become a successful Financial Planner.Key ResponsibilitiesProviding...
-
Financial Services Trainee
4 days ago
Swindon, Swindon, United Kingdom tPS Recruitment Full timeAbout the RoleWe are seeking a highly motivated and ambitious individual to join our Financial Team as a Trainee Financial Advisor. As a valued member of our team, you will be responsible for providing first-class administration support while learning the skills and knowledge required to become a successful Financial Planner.Key ResponsibilitiesProviding...
-
Senior Financial Consultant
4 weeks ago
Swindon, Swindon, United Kingdom Valuable Recruitment Full timeWelcome to Valuable Recruitment: Valuable Recruitment is a dynamic and rapidly expanding recruitment agency located in a vibrant business environment. Our team of dedicated professionals is committed to providing exceptional recruitment solutions to a wide range of clients. Position: Senior Accountant About You - Our Ideal Candidate: We are in search of a...
-
Financial Services Advisor
1 week ago
Swindon, Swindon, United Kingdom N. Harris Computer Corporation Full timeJob DescriptionRialtas Business Solutions, a leading provider of accounting and administrative solutions, is seeking a highly skilled Council Accounting Advisor to join our team on a full-time, permanent basis.This is an exciting opportunity to work with our market-leading accounting software business, providing expert financial services to local councils in...