Financial Service Consultant
1 day ago
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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