Job Information

Company

• ·        Provide Independent Financial Advice including specialist Pension Transfer Advice
• ·        Team of approximately 4 Advisers and Tax Specialists and 4 support staff
• ·        Client demographic is largely high net worth with individuals with £350,000+ invested

Role

• ·        Conduct research to identify suitable solutions to meet the clients needs, preparing comparison analysis for discussion with the adviser where necessary
• ·        Prepare a recommendation report and discuss with the adviser
• ·        Write the suitability reports
• ·        Provide general assistance and technical support and knowledge to the Advisers and Support Team ongoing
• ·        Maintain up to date industry knowledge and awareness, training and development and keep up to date with providers products and new products to the market 

 Details and Package

• ·        Up to £40,000 salary pro rata
• ·        25 days holiday plus bank holidays plus 3 days off at Christmas pro rata 
• ·        Remote / home based role with a requirement to travel to Macclesfield for 1 meeting per month
• ·        Pension contributions are 5% employee and 3% employer

Next steps

• ·        Contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk to ask any questions you may have
• ·        Click apply and we’ll confirm if you are of interest or not and where necessary discuss the role and business in more detail and further assess suitability