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Careers at Bellpenny www.bellpenny.com | 0345 475 7500 | [email protected] Opportunies in Financial Services

Careers At Bellpenny Brochure

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Page 1: Careers At Bellpenny Brochure

Careers at Bellpenny

www.bellpenny.com | 0345 475 7500 | [email protected]

Opportuniti es in Financial Services

Page 2: Careers At Bellpenny Brochure

Careers at Bellpenny

Bellpenny is a national firm of financial planners and wealth managers supported by Oaktree, a leading global investment management firm. We are dedicated to helping clients enjoy life’s milestones by making the most of their money.Bellpenny reached £1 billion in funds under management (FUM) in October 2013, just a year aft er opening for business. Bellpenny passed £2.5 billion FUM in September 2014 and £3.5 billion in July 2015.

In order to ensure we are providing our clients with the best service possible we insist all our staff uphold these 5 core values:

We have an operati onal structure of 1 Administrator and 1 Paraplanner assisti ng 2 Financial Planners. The three job functi ons work closely throughout the whole process to streamline ti mescales and ensure accuracy from start to fi nish.

Our Service Provided A full face-to-face advice and service proposition is provided to all acquired and referred clients, delivered from a centralised asset management solution based on both a state of the art platform and back office system.

Our Centralised Investment Proposition is reviewed quarterly by a panel of preferred providers determined each quarter and managed by our Head of Investment. This ensures that our risk profile categories always contain the correct funds relevant to the risk they hold.

Our internal Compliance team regulate the advice given to our clients and ensure FCA regulations are met.

Our Systems

Intellifl o

Dynamic Planner (risk profi ling tool)

Voyant (cash fl ow forecasti ng tool)

Virtual Cabinet (electronic fi ling system)

Several research and analyti cal tools

External investment platf orms

Work hard for rewards

Long-term thinking

The freedom money brings

An eye on the details

Upfront and fair

Did you know? Bellpenny contributes towards your pension throughout your career with us

Page 3: Careers At Bellpenny Brochure

Careers at Bellpenny

“My strongest impression of Bellpenny is that it is a young company, and has a real desire to deliver the best service possible for our clients. While we are not the finished article yet, there is a clear desire to build the market leading advice business in the UK, and that ambition comes through in all things we do.”

Matthew Moore – Chief Financial Officer

“I find working at Bellpenny really motivational as being a relatively new company, processes are always being developed and enhanced, which presents the opportunity to get involved and to help shape the future of the company.”

Sandra Colquhoun – T&C Consultant

“As a Trainee Paraplanner, my colleagues here at Bellpenny have provided me with great support and guidance, with their wealth of experience and knowledge, helping me to develop my career and achieve my goals.“

Amy Routledge – Trainee Paraplanner

“Bellpenny prefers to nurture all of its talent in-house, which is why all of our recruitment is managed internally by one of our recruiters, eliminating the need for any agencies. The careers team seeks to find the best talent in the market and are dedicated to improving the skills of our existing employees, which includes support during financial studies and ongoing career development.

You may have also noticed that Bellpenny has its own blog; make sure you visit our website regularly to find out the latest news directly from a member of our team. Please don’t hesitate to get in contact with us if you are interested in applying for one of our roles or if you’d like a chat about whether a career at Bellpenny is right for you. We’ll look forward to hearing from you soon.”

Gorse Burrett, HR Director

Financial Planning

Operations Administration

Paraplanning

Marketing Management

Our careers paths include:

Did you know? Bellpenny offers special discounts with everyday retailers - including a gym membership

Page 4: Careers At Bellpenny Brochure

Careers at Bellpenny

At Bellpenny, our careers team are always looking to recruit the best talent for our roles, as well as improve the skills of our existing staff. The team is made up of specialist in-house recruiters who work closely with HR and training teams to ensure our employees are provided with the best possible working environment.

Bellpenny People...

Working for us...

Place the client at the centre of all their actions.

Are professional, well qualified experts in their field.

Know their own strengths and focus on what they do best.

Support each other to optimise the client’s experience.

Have high integrity.

Are upfront and fair.

Are consistent in their positive outlook, intentions and client-centric thinking.

Understand that whilst working hard brings results, questioning the way things are done, always looking for efficiencies and striving for improvements in the way they work will bring better results longer term.

Are supportive team players who keep the interests of the company at the forefront of everything that they do.

You’ll thrive in an environment that nurtures your talents and lets you shine.

We expect a lot from our people; however, we give a lot in return.

From the moment you join, you’ll work alongside fellow professionals that see every day as a chance to find better ways of helping to manage our clients’ money.

We take great steps to ensure we maintain clear, open lines of communication internally – so that we are all working towards the same goals.

You’ll benefit from a company that is open to and supports those wishing to diversify their career and move to a different type of role within the company.

Benefits...

Salary and Bonus Sacrifice Arrangements

Life Assurance Cover

Sick Pay Arrangements

Private Medical Insurance with the option to add dependants

Employee Assistance Programme

Eyesight Testing

Car Parking (dependent on office)

Childcare Vouchers

Maternity and Paternity Benefits

Did you know? Bellpenny has specially elected Employee Ambassadors to represent your views

Page 5: Careers At Bellpenny Brochure

Careers at Bellpenny

Our Locati ons

Head Offi ce, Reading6th Floor Reading BridgeGeorge StreetReading, BerkshireRG1 8LS

Birmingham45 Church StreetBirminghamB3 2RT

EssexPriors Hall, Priors WayCoggeshall, EssexCO6 1TW

Glasgow180 West George StreetGlasgowG2 2NR

RipleyHigh Street, RipleyWoking, SurreyGU23 6AN

Contact the Careers Team If working at Bellpenny is of interest to you please visit our website at www.bellpenny.com/careers/vacancies to view our available live roles.

For further informati on or to apply for one of our roles, please contact [email protected]. Alternati vely call us on 0345 475 7500.

Page 6: Careers At Bellpenny Brochure

Bellpenny have offices and planners across the UK. If you would like to view our office locations please visit www.bellpenny.com or contact us directly via phone or email to find your local Bellpenny Financial Planner.

Bellpenny is a trading style of Capital Professional Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). FCA Number 578614 Registered in England and Wales No: 07584487.

0345 475 7500

[email protected]

@BellpennyPeople

linkedin.com/company/bellpenny

Bellpenny People