At a Glance
- Tasks: Provide personalised financial advice and develop tailored investment strategies for clients.
- Company: Bellamy Wealth Management Ltd, a leader in wealth and retirement planning.
- Benefits: Flexible home-based work, competitive salary, and opportunities for professional growth.
- Other info: Join a supportive team committed to high-quality service and regulatory compliance.
- Why this job: Make a real difference in clients' financial futures while working from home.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and client-facing advisory experience.
The predicted salary is between 40000 - 50000 £ per year.
Bellamy Wealth Management Ltd is seeking a full-time Financial Consultant to provide personalized financial advice in the Cheltenham and Gloucester area. This home-based role involves meeting clients to understand their financial goals, conducting financial analyses, and developing tailored investment strategies.
The ideal candidate must have a Level 4 Diploma in Regulated Financial Planning and experience in client-facing financial advisory roles. A commitment to high-quality service and regulatory compliance is essential.
Home-Based Financial Consultant – Wealth & Retirement Planning employer: Bellamy Wealth Management Ltd
At Bellamy Wealth Management Ltd, we pride ourselves on being an exceptional employer that values our employees' growth and well-being. Our home-based Financial Consultants enjoy a flexible work environment, competitive remuneration, and ongoing professional development opportunities, all while making a meaningful impact in the Cheltenham and Gloucester community. Join us to be part of a supportive culture that prioritises high-quality service and client satisfaction.
Contact Details:
Bellamy Wealth Management Ltd Recruitment Team
