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Financial Planner

2 months ago

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

Job Opportunity:


About the Role:

We are seeking an experienced or aspiring financial adviser to join our team at Bellamy Wealth Management Ltd. As a Financial Planner, you will play a key role in providing true financial advice to clients, helping them meet their needs and objectives.


Key Responsibilities:

  • Develop and implement financial plans for clients, taking into account their individual circumstances and goals
  • Provide ongoing support and guidance to clients, ensuring they remain on track to meet their financial objectives
  • Work closely with clients to understand their financial needs and preferences, and provide tailored advice and solutions
  • Stay up-to-date with industry developments and best practices, and apply this knowledge to improve client outcomes
  • Contribute to the growth and development of the business, identifying new opportunities and initiatives to drive success


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


Requirements:

  • Holds a Level 4 Qualification in Financial Advice, or relevant professional experience
  • Proactive, energetic, and ambitious individual with a client-centric approach and mindset
  • Strong communication and interpersonal skills, with the ability to build lasting professional relationships with clients
  • Able to work independently and as part of a team, with a strong sense of self-motivation and initiative
  • Committed to best practice, strong team spirit, and positive client outcomes


Join Our Team:

We are a collaborative and supportive environment, committed to helping our Advisers achieve their full potential. If you are a motivated and ambitious individual looking to take the next step in your career, we would love to hear from you.