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Financial Planner

2 months ago

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

Rachael Bell Wealth Management is seeking a highly skilled and experienced Financial Planner to join our team. As a key member of our organization, you will play a vital role in providing exceptional financial planning services to our clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals and objectives.
  • Provide expert advice on investment strategies, retirement planning, and wealth management.
  • Build and maintain strong relationships with clients, ensuring their financial needs are met and exceeded.
  • Collaborate with our team to develop and execute business development strategies, driving growth and revenue.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring our clients receive the best possible advice.
Requirements
  • Minimum of 5 years' experience in financial planning, with a proven track record of success.
  • Level 4 Qualification in Regulated Financial Advice, with a strong understanding of financial regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong business development skills, with a proven ability to drive growth and revenue.
  • Ability to work in a fast-paced environment, with a strong attention to detail and ability to meet deadlines.
What We Offer
  • A competitive salary and bonus structure, reflecting your experience and performance.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Opportunities for professional development and growth, with a focus on client-centric approach and business development.
  • A dynamic and supportive work environment, with a team of experienced professionals.
  • The potential to earn £90k+ within two years, with opportunities for further progression.