We are continuing to invest in homegrown talent, with the appointment of a second trainee financial planner.
Greg McMillan has joined Belmayne to learn more about the process of retirement and wealth planning, whilst earning his professional qualifications.
He is being mentored by our managing partner, Martin Birch, who is helping Greg achieve his Chartered Insurance Institute (CII) diploma. His role includes liaising with Martin’s clients and helping him prepare for review meetings.
Greg said: “It has been my goal to enter the financial sector for the last couple of years and I have been actively pursuing professional qualifications, whilst trying to find a foot in the door. When the opportunity arose to meet Martin, I could see working and training at Belmayne would be fantastic. The whole team has made me feel very welcome and I’m really looking forward to learning more about how client journeys are structured.”
Greg has held both administrative and customer-facing roles since completing his degree eight years ago, most recently working in product manufacturing and quality assurance for a Sheffield-based sustainable asphalt manufacturer.
Martin added: “Training financial planners ‘the Belmayne way’ is part of our long-term growth plans and we’re happy to welcome Greg on that journey. At our initial meeting, he impressed us with his enthusiasm and knowledge of the industry and he’s continued to show initiative and drive since joining us fulltime. He has excellent communication and client service skills and I’ve no doubt he will make a great financial planner.”
For more information about the career opportunities available at Belmayne, contact us or telephone (01246) 298181.
