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Financial Planning Specialist

2 months ago


Ellesmere Port, Cheshire, United Kingdom Cameron James Full time

Cameron James is seeking a highly skilled Financial Planner to join our expat advisory team. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for three key areas:

### Key Responsibilities

* Managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment accounts, conducting annual reviews, and providing expert advice.
* Dealing with new enquiries from UK IFA's who cannot handle expat clients, and providing tailored solutions.
* Working with major international companies to advise former UK employees on their pension entitlements and providing alternative options.

### Benefits

* Competitive salary of £47,500, with a quarterly bonus structure offering an OTE of £60K to £70K p.a.
* Comprehensive pension, D.I.S., and healthcare cash plan.
* Future share incentive plan.

### What We Offer

At Cameron James, we provide a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced Financial Planner looking for a new challenge, we encourage you to apply.