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Financial Planning Expert
2 months ago
Cathedral Appointments Ltd is seeking a skilled Financial Planning Expert to join their team in Taunton. This role offers hybrid working and a competitive salary of up to £60k.
This expert will be responsible for managing a portfolio of business clients and providing expert advice on workplace provisions. The ideal candidate will have strong knowledge of workplace pensions, auto-enrolment, and group income protection.
The key responsibilities of this role include:
- Managing a portfolio of business clients and providing expert advice
- Conducting presentations and leading business development activities
- Ensuring compliance with regulatory requirements
- Mentoring team members and paraplanners
The benefits of this role include:
- An annual salary review
- Hybrid working
- Payment of professional subscriptions
- Group pension scheme
- Life assurance and health app access
- Employee assistance programme
- One volunteering day per year
- Cinema society discounts
- GymFlex discounts
- Bupa health and cash plans available
- Electric car and cycle to work schemes