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Financial Planning Specialist
2 months ago
We are seeking a highly skilled and experienced professional to join our expat advisory team at Cameron James. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment accounts.
The ideal candidate will have a level 4 qualification with a current SPS and the pension transfer qualification. They will be involved in three key areas:
Key Responsibilities- Client Management: Conduct annual reviews and provide ongoing support to our expat clients.
- New Enquiries: Handle new enquiries from various sources, including UK IFA's who cannot deal with expat clients.
- Pension Advisory: Advise former UK employees, now expats, on their pension entitlements and provide alternative options.
The successful candidate will receive a competitive salary of £47,500, plus a quarterly bonus, with an OTE of £60K to £70K p.a. They will also be entitled to a pension, D.I.S., and healthcare cash plan, as well as a future share incentive plan from 1.1.25.
This is an exciting opportunity for a motivated and experienced professional to join our team and contribute to the success of Cameron James.
