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Financial Planner

2 months ago

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

Rachael Bell Wealth Management is seeking a talented Financial Planner to join our team. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and objectives.
  • Provide expert advice on investment, tax, and retirement planning, as well as estate planning and wealth management.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Stay up-to-date with industry developments and regulatory changes, ensuring our clients receive the best possible advice.
  • Collaborate with our team to develop and implement business growth strategies, including marketing and business development initiatives.
Requirements
  • Level 4 Qualification in Regulated Financial Advice or equivalent.
  • Relevant professional experience, ideally 5+ years, with a strong track record of delivering exceptional client outcomes.
  • 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, actionable advice.
  • Ability to work independently and as part of a team, with a strong focus on delivering results and meeting deadlines.
What We Offer
  • A competitive salary and bonus structure, with the potential to earn £90k+ within 2 years.
  • A comprehensive benefits package, including health insurance, pension scheme, and professional development opportunities.
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.
  • The opportunity to work with a leading wealth management firm, with a strong reputation for delivering exceptional client outcomes.
How to Apply

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your CV and a cover letter outlining your experience and qualifications.