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Financial Planner

2 months ago

Carlisle, Cumbria, United Kingdom Rachael Bell Wealth Management Full time £90,000
About the Role

We're seeking a talented Financial Planner to join our team at Rachael Bell Wealth Management. As a key member of our team, you'll play a vital role in helping our clients achieve their financial goals.

As a Financial Planner, you'll be responsible for providing expert financial advice and guidance to our clients, helping them navigate the complexities of personal finance and investment. You'll work closely with our clients to understand their unique financial needs and develop tailored solutions to meet their objectives.

Key Responsibilities
  • Provide expert financial advice and guidance to clients
  • Develop and implement personalized financial plans
  • Build and maintain strong relationships with clients
  • Stay up-to-date with industry developments and regulatory changes
Requirements

To be successful in this role, you'll need:

  • A Level 4 Qualification in Regulated Financial Advice
  • Relevant professional experience, ideally 5+ years
  • A strong understanding of personal finance and investment
  • Excellent communication and interpersonal skills
What We Offer

We're committed to supporting your career development and providing a competitive salary and bonus structure. You'll also have access to ongoing training and professional development opportunities.

As a member of our team, you'll be part of a dynamic and supportive environment that values collaboration and innovation. We're passionate about delivering exceptional client service and making a positive impact in our community.