Employed Financial Planner
2 weeks ago
Company Overview
Cameron James is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals.
Job Summary
We are seeking a highly skilled and motivated Chartered Financial Planner to join our successful team in Guildford. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, with a focus on pensions and family wealth planning.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
- Provide expert advice on pensions and family wealth planning, including investment strategies and risk management.
- Build and maintain strong relationships with clients, ensuring exceptional levels of service and support.
- Collaborate with other team members to achieve business objectives and drive growth.
Requirements
To be successful in this role, you will need:
A Chartered Financial Planner qualification or equivalent.Proven experience in financial planning, with a focus on pensions and family wealth planning.Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.A strong understanding of financial markets and investment products.What We Offer
Cameron James offers a competitive salary package, with opportunities for career development and growth. We are committed to providing a supportive and collaborative work environment, where you can thrive and achieve your full potential.
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Godalming, Surrey, United Kingdom Cameron James Full timeCompany OverviewCameron James is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly skilled and motivated Chartered Financial Planner to join our...
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Godalming, Surrey, United Kingdom Cameron James Full timeCompany OverviewCameron James is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly skilled and motivated Chartered Financial Planner to join our...
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