At a Glance
- Tasks: Help clients achieve their financial dreams with tailored advice and strategies.
- Company: Bellamy Wealth Management, a leader in bespoke wealth management services.
- Benefits: Flexible home-based work, competitive salary, and ongoing professional development.
- Other info: Join a supportive team with opportunities for career advancement.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Experience in financial planning and strong analytical skills required.
The predicted salary is between 50000 - 70000 £ per year.
Company Description
Bellamy Wealth Management Ltd provides bespoke wealth management services tailored to each client’s individual goals and values. The practice focuses on long-term, relationship-based advice designed to make a meaningful difference to clients’ financial futures. By keeping clients’ aspirations at the center of all recommendations, Bellamy Wealth Management offers highly personalized guidance and direction. The Partner Practice is an Appointed Representative of, and represents only, St. James’s Place Wealth Management Plc, which is authorized and regulated by the Financial Conduct Authority.
Role Description
This full-time Financial Consultant role is a home based position looking after clients in the Cheltenham and Gloucester area. The role is supported by our team based in Royal Wootton Bassett, and commuting to the office once a week is expected. The Financial Consultant will meet with clients to understand their financial goals, risk tolerance, and personal values, and will develop tailored financial plans and recommendations. Day-to-day responsibilities include conducting financial and investment analyses, preparing retirement and wealth management strategies, and presenting clear, compliant advice. The role involves ongoing review of clients’ portfolios, monitoring market and regulatory developments, and adjusting strategies as needed. The Financial Consultant will also collaborate with internal colleagues and St. James’s Place resources to ensure high-quality service and adherence to regulatory standards.
Qualifications
- Demonstrated expertise in Financial Planning and Retirement Planning to design comprehensive, client-focused strategies.
- Strong knowledge of Investments and Finance, including understanding of risk, return, and portfolio construction.
- Well-developed Analytical Skills to interpret financial data, assess client needs, and formulate appropriate recommendations.
- Essential to have Relevant professional qualifications (e.g., Level 4 Diploma in Regulated Financial Planning or equivalent) and commitment to ongoing professional development.
- Excellent communication and interpersonal skills, with the ability to build trust and explain complex concepts clearly.
- High level of integrity, attention to detail, and adherence to regulatory and compliance requirements.
- Experience in client-facing financial advisory or wealth management roles is essential in this role.
- Ability to work effectively in a hybrid environment, managing time and priorities across office and home-based work.
Financial Consultant employer: Bellamy Wealth Management Ltd
At Bellamy Wealth Management Ltd, we pride ourselves on being an exceptional employer that values long-term relationships and personal growth. Our supportive work culture fosters collaboration and innovation, while our commitment to professional development ensures that our Financial Consultants have ample opportunities to enhance their skills and advance their careers. With a home-based role serving the Cheltenham and Gloucester area, you can enjoy a flexible work-life balance while making a meaningful impact on clients' financial futures.
Contact Details:
Bellamy Wealth Management Ltd Recruitment Team
