Financial Planning Specialist
4 days ago
Cameron James is seeking a qualified Financial Planner to join their team in Hampshire. As a key member of the Wealth Planning team, you will play a crucial role in developing and maintaining the company's financial planning proposition.
Key Responsibilities- Provide expert financial planning advice and services to existing and prospective clients, aligned with the company's business plan and supervisor's guidance.
- Conduct thorough research to support the development of the company's financial planning proposition.
- Ensure all client information is obtained and analyzed to meet KYC obligations.
- Undertake product and market research to provide suitable recommendations.
- Maintain accurate records of client information and supporting documentation.
- Hold a current Statement of Professional Standing (SPS) and complete relevant CPD to maintain competence.
Cameron James offers a competitive salary, comprehensive pension, and healthcare package. The role is flexible, with the option to work from home, and all necessary IT hardware and support will be provided.
Apply online or contact Cameron James for a full job description.
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New Alresford, Hampshire, United Kingdom Cameron James Full time{"h1": "Financial Planner - Wealth Management Opportunity", "p": "At Cameron James, we are seeking a skilled Financial Planner to join our team in Hampshire. As a Financial Planner, you will play a key role in assisting our Managing Director in developing and maintaining our financial planning proposition. Responsibilities: * Provide expert financial...
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