Financial Service Consultant

1 day ago


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

Job Title: Financial Service Planner

Company: Bellamy Wealth Management Ltd

About the Role:

We are seeking a highly skilled and experienced Financial Service Planner to join our team. As a Financial Service Planner, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored advice and solutions.
  • Conduct thorough financial assessments and create personalized financial plans to help clients achieve their goals.
  • Stay up-to-date with industry developments and regulatory changes, ensuring that our clients receive the best possible advice.
  • Work collaboratively with our team to deliver exceptional client service and support.

Requirements:

  • Hold a Level 4 Qualification in Financial Advice or relevant professional experience.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to provide expert financial advice.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.

What We Offer:

  • A competitive employed contract and a range of benefits.
  • Ongoing training and development opportunities to help you grow in your career.
  • A collaborative and supportive work environment.

About Us:

Bellamy Wealth Management Ltd is a leading provider of financial services, dedicated to helping our clients achieve their financial goals and objectives. We are committed to delivering exceptional client service and support, and we are seeking a talented and experienced Financial Service Planner to join our team.



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