Financial Planning Specialist

5 days ago


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

Rachael Bell Wealth Management is seeking a skilled Financial Planning Specialist to join our team. As a key member of our team, you will be responsible for providing expert financial planning services to our clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals and objectives.
  • Conduct thorough financial analyses to identify areas for improvement and provide tailored recommendations.
  • 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, driving revenue and expanding our client base.
Requirements
  • Level 4 Qualification in Regulated Financial Advice or equivalent.
  • Minimum 5 years of experience in financial planning, with a proven track record of success.
  • Strong technical knowledge and regulatory expertise.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a strong focus on delivering results.
What We Offer
  • A competitive salary and bonus structure, with the potential to earn £90k+ within two 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 reputation for excellence and a commitment to delivering exceptional results.

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