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Financial Planner

2 months ago

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

Job Title: Financial Planner

About the Role:

We are seeking a highly motivated and experienced Financial Planner to join our team at Bellamy Wealth Management Ltd. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide expert advice on investment, retirement, and estate planning strategies.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date with industry developments and regulatory changes, ensuring that clients receive the best possible advice.
  • Collaborate with other professionals, such as accountants and solicitors, to provide a holistic approach to client advice.

Requirements:

  • Hold a Level 4 Qualification in Financial Advice, or relevant professional experience.
  • Proven track record of delivering high-quality financial planning services to clients.
  • 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.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach to work.

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.
  • Opportunity and support with becoming Chartered.
  • Competitive employed contract and perks.

About Us:

Bellamy Wealth Management Ltd is a leading provider of financial planning services, committed to helping our clients achieve their financial goals and objectives. We offer a collaborative and supportive work environment, with opportunities for professional development and growth.

Join Our Team:

We are looking for a talented and motivated individual to join our team as a Financial Planner. If you are passionate about delivering high-quality financial planning services and have a strong desire to succeed, we would love to hear from you.