Employed Financial Planner
3 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
• Provide high-quality financial planning advice to clients, taking into account their individual needs and circumstances
• Develop and maintain strong relationships with clients, ensuring their financial security and well-being
• Collaborate with other team members to achieve business objectives and deliver exceptional client service
• Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations
Requirements
• 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
• Strong analytical and problem-solving skills, with the ability to provide expert financial planning advice
What We Offer
• Competitive salary up to £85,000, depending on experience
• Opportunity to work with a leading provider of financial planning services
• Collaborative and supportive team environment
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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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