Job Information

Company

• ·        Provide full Independent Financial Planning and Fund Management
• ·        Work with a wide variety of clients and have over £1bn AUM
• ·        Have good structure and clearly defined roles within the Advice, Technical and Support teams
• ·        Provides autonomy i.e. you will be responsible for managing your time and workload effectively and supporting the advisers assigned – With support when needed but no micro-management

Role

• ·        Preparing review packs for client meetings
• ·        Liaising with providers
• ·        Processing new business on a variety of provider platforms
• ·        Portfolio rebalancing and processing transfers, trades, fund switches

Remuneration and other information

• ·        £25,000 to £28,000 salary
• ·        23 days holiday plus bank holidays plus 3 between Christmas and New Year (Increases with length of service)
• ·        Office based Monday to Friday, ideally 9am-5pm but is open to a slight adjustment on this if it helps with commitments outside of work
• ·        Group Personal Pension 
  
• Death in Service cover of 4 times salary;
• Private Medical Insurance (BUPA), (this is a taxable benefit)
• Permanent Health Insurance
• Discretionary Annual Bonus.

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