Financial Planning Specialist

2 days ago


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

We are seeking a qualified Financial Planner to join our successful team at Cameron James. As a truly independent Financial Planners, we specialise in the financial well-being of our clients, with over 20 years' experience in the Financial Planning industry.

The ideal candidate will be a Chartered or qualified Financial Planner, with a strong understanding of pensions and family wealth planning. They will be able to provide situationally based advice that's entirely focused upon individual needs and requirements.

We have close links with all the major pension providers, including Transact, Legal & General, Aegon, Standard Life, Aviva, and Prudential. Our team is committed to giving all clients financial security through high levels of service and expert advice.

The role is office based in Guildford, with a salary up to circa £85k dependant on experience. You should be a combination of a hunter and servicer, with a strong ability to build relationships and provide excellent customer service.

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



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