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Financial Planner

2 months ago

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

Job Title: Financial Planner


Company: Bellamy Wealth Management Ltd


Job Type: Full-time


Industry: Financial Services


About the Role:


  • We are seeking an experienced Financial Planner to join our team in Swindon.
  • The successful candidate will have a Level 4 Qualification in Financial Advice or relevant professional experience.
  • As a Financial Planner, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals.
  • You will work closely with our team to develop and implement financial plans, ensuring that clients receive the best possible service.
  • Opportunities for career advancement and professional development are available.


What We Offer:


  • New business and marketing support, including lead generation.
  • Opportunity to take a management stake within the business.
  • Back office support for Advisers.
  • Support with becoming Chartered.
  • Competitive employed contract and perks.


Requirements:


  • Proven experience in financial planning or a related field.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Excellent problem-solving and analytical skills.
  • Chartered status or working towards it.


What We're Looking For:


  • A motivated and ambitious individual who is passionate about financial planning.
  • Someone who is proactive, energetic, and enthusiastic about delivering exceptional client service.
  • A team player who is committed to working collaboratively with colleagues to achieve business objectives.
  • A self-starter who is able to maximise the support structure behind them to achieve their aspirations and potential.
  • A person who cares deeply about best practice, strong team spirit, and positive client outcomes.


How to Apply:


Please submit your application, including your CV and a cover letter, to us.