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Financial Planner

2 months ago

Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full time
About the Role

We are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.

Key Responsibilities
  • Provide expert financial planning advice to clients, taking into account their individual needs and circumstances.
  • Develop and implement tailored financial plans to help clients achieve their financial objectives.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring that our clients receive the best possible advice.
  • Work collaboratively with our team to achieve business objectives and drive growth.
Requirements
  • Relevant professional experience and qualifications, including the Level 4 Qualification in Regulated Financial Advice.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach to work.
  • Commitment to ongoing professional development and staying up-to-date with industry developments.
What We Offer
  • A competitive salary and bonus structure, with opportunities for career progression and professional development.
  • A dynamic and supportive work environment, with a strong team culture and collaborative approach.
  • The opportunity to work with a diverse range of clients and develop your skills and expertise in financial planning.
  • A comprehensive benefits package, including training and development opportunities.