Pension Advice Specialist

4 days ago


Cambridge, Cambridgeshire, United Kingdom Recruit Wealth Ltd Full time

Are you a seasoned Financial Planner looking for a new challenge? Do you have a passion for helping others achieve their financial goals? We have an exciting opportunity for you As a key member of our team at Recruit Wealth Ltd, you'll be responsible for advising clients on pension and investment strategies, using your expertise to guide them towards achieving their long-term objectives.

Job Description

This is a unique opportunity to join a dynamic and forward-thinking company, with a commitment to delivering exceptional service to our clients. With a strong focus on whole market advice and directly authorised services, you'll have the freedom to work independently, while still benefiting from the support of a larger team.

We're looking for someone with a solid background in Financial Planning, preferably with experience in CAS and FCA registration. Your ability to communicate complex ideas simply and effectively will be essential, as you'll be working closely with clients to deliver tailored financial solutions.

In return for your expertise, we offer a highly competitive salary package, including a base salary of £65,000 per annum and attractive bonuses. With opportunities for career progression and professional development, this is a chance to take your career to the next level.

Requirements
  • Extensive experience in Financial Planning, preferably with a background in CAS and FCA registration
  • Proven ability to communicate complex ideas simply and effectively
  • Strong analytical skills, with the ability to interpret financial data and provide actionable advice


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