Financial Planning Expert

2 weeks ago

Godalming, Surrey, United Kingdom Cameron James Full time
Our client, a truly independent Financial Planning 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 financial advice. As a qualified Chartered Financial Planner, you will be part of a successful team that is dedicated to providing situationally based advice that is entirely focused on individual needs and requirements.

The role is office-based in Guildford, and you will have the opportunity to work with a range of clients, including those seeking pension and family wealth planning. You will be responsible for providing expert financial advice and guidance to help clients achieve their financial goals.

Ideally, you should be Chartered or happy working towards this accreditation. You will have the opportunity to work with a range of clients, including those seeking pension and family wealth planning.

The firm specializes in pensions and family wealth planning, and their mission is to give all clients financial security. They achieve this by offering high levels of service and providing situationally based advice that is entirely focused on individual needs and requirements.

You will have the opportunity to work with a range of clients, including those seeking pension and family wealth planning. You will be responsible for providing expert financial advice and guidance to help clients achieve their financial goals.

The firm offers employed opportunities with a salary up to circa £85k, dependent on experience. If you have a client following, this is not essential.

You should be a combination of a hunter and servicer, with a strong focus on delivering high-quality financial advice and guidance to clients.

Please contact Cameron James for full details.

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