Pension and Investment Advisor
5 days ago
We are a leading national financial services business, backed by private equity for further expansion and acquisition.
Our team provides expert advice to private clients across Cambridgeshire, offering a range of financial planning services, including pension and investment advice.
The RoleWe are currently seeking a highly experienced Financial Planner to join our team in Cambridgeshire.
The ideal candidate will have a minimum of 5 years' experience in financial planning, with a proven track record of success.
You will inherit a portfolio of circa 100+ clients/households, providing a solid foundation for growth and development.
Your Key Responsibilities- Deliver high-quality financial planning services to private clients, focusing on pension and investment advice.
- Servicing existing clients and building new relationships through proactive networking and business development activities.
- Maintain accurate records and provide exceptional customer service to ensure client satisfaction.
We offer a competitive salary ranging from £60,000 - £80,000 per annum, depending on experience.
A generous bonus structure, with opportunities to earn 6 figure+ potential based on performance.
A comprehensive benefits package, including ongoing development and training support.
A dedicated area manager and wider national directors for guidance and mentorship.
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