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Financial Planning Specialist
2 months ago
Our client, a truly independent financial services firm, specializes in the financial well-being of their clients. With over 20 years of experience in the financial planning industry, the team has a proven track record of delivering high-quality advice and service. As a qualified Chartered Financial Planner, you will be part of a successful team that is dedicated to helping clients achieve their financial goals. The role is office-based in Guildford, and you will have the opportunity to work with a range of clients, from individuals to families and businesses. The team has close links with major pension providers, including Transact, Legal & General, Aegon, Standard Life, Aviva, and Prudential. You will be responsible for providing situationally based advice that is tailored to each client's individual needs and requirements. This is a fantastic opportunity to join a dynamic and forward-thinking team that is committed to delivering exceptional service and results. If you are a motivated and experienced financial planner looking for a new challenge, please apply online or contact Cameron James for more information.
