Pension and Investment Advisor

2 days ago


Cambridge, Cambridgeshire, United Kingdom CV-Library Full time
Your Career Journey Starts Here
At Recruit Wealth Ltd, we're dedicated to helping talented professionals like you achieve their career goals. As a Pension and Investment Advisor, you'll embark on a rewarding journey, developing your skills and expertise while making a meaningful contribution to our client's success.

The Opportunity
Join our dynamic team and take advantage of this exciting opportunity to build on our client's success in the Cambridgeshire area. With a focus on delivering exceptional client experiences and driving business growth, you'll work closely with experienced colleagues to develop and implement tailored solutions for private clients.

Key Responsibilities
  • Develop and implement tailored solutions for private clients
  • Work closely with experienced colleagues to deliver exceptional client experiences
  • Contribute to the development and implementation of business growth strategies
  • Maintain strong relationships with clients, colleagues, and partners

Requirements
To succeed in this role, you'll need:
  • Strong knowledge of pension and investment advice to private clients
  • CAS, FCA registered etc
  • A proven track record of delivering exceptional client experiences
  • Excellent communication and interpersonal skills


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