Employed Financial Planner
1 week ago
We are seeking a highly skilled and experienced Financial Services Specialist to join our Cameron James team. As an Expat Advisory Team Member, you will be responsible for providing expert advice to clients who have left behind UK pensions, ISA's, bonds, and investment accounts.
The successful candidate will be based at our Head office and will be involved in three key areas:
- Client Management: You will be responsible for conducting annual reviews and providing ongoing support to a client bank of expats.
- New Business Development: You will deal with new enquiries received from various sources, including UK IFA's who cannot deal with expat clients anymore.
- Pension Advisory Services: You will advise former UK employees, now expats, on their pension entitlements from their former UK scheme membership and provide alternative options.
The ideal candidate will have a Level 4 qualification with a current SPS and a pension transfer qualification. You will also have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
The benefits of this role include:
- Competitive Salary: £47,500, plus quarterly bonus: OTE £60K to £70K p.a.
- Pension and Benefits: You will receive a comprehensive pension scheme, D.I.S., and healthcare cash plan.
- Future Share Incentive Plan: You will have the opportunity to participate in a future share incentive plan.
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Financial Planning Specialist
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Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeCameron James is seeking a highly skilled Financial Planner to join our expat advisory team. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for three key areas: ### Key Responsibilities * Managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment...
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Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeCameron James is seeking a highly skilled Financial Planner to join our expat advisory team. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for three key areas: ### Key Responsibilities * Managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment...
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Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeCameron James is seeking a highly skilled Financial Planner to join our expat advisory team. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for three key areas: ### Key Responsibilities * Managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment...
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Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeCameron James is seeking a highly skilled Financial Planner to join our expat advisory team. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for three key areas: ### Key Responsibilities * Managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment...
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