Financial Planning Specialist

6 days ago


Godalming, Surrey, United Kingdom Cameron James Full time
Financial Planning Opportunity with Cameron James

We are seeking a qualified Financial Planner to join our successful team at Cameron James, a truly independent Financial Planning firm.

With over 20 years of experience in the Financial Planning industry, our team has a proven track record of delivering high-quality financial services to our clients.

We are looking for a Chartered or qualified Financial Planner who is passionate about providing situationally based advice that meets the individual needs and requirements of our clients.

As a Financial Planning Specialist, you will have the opportunity to work with a range of clients, including those seeking pension and family wealth planning solutions.

Our close links with major pension providers, including Transact, Legal & General, Aegon, Standard Life, Aviva, and Prudential, will enable you to provide expert advice and guidance to our clients.

The role is office-based in Guildford, and we offer a competitive salary up to circa £85k, dependent on experience, and the opportunity to build a client following.

We are looking for a combination of a hunter and servicer who can provide exceptional service to our clients and grow our business.

Please contact us for full details and to discuss this exciting opportunity further.



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