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Financial Planner

Company

Blakemore Recruitment

Location

Cambridge, United Kingdom

Type

Full-time

We are currently recruiting for a Financial Planning firm near Cambridge who are looking to recruit a Financial Planner to join their team. Clients provided from retiring Financial Planner.

You will provide independent financial planning advice to the clients including areas such as Pensions, Investments, Protection and non-mainstream would be required to have a minimum of 5 years' experience working in financial services. You will have QCF Level 4 but it would be desirable that you have QCF Level 6 or nearing attainment of it.


Main Duties:


Requirements

  • Minimum of 5 years' experience working in financial services:

  • Always treating clients in a courteous and professional manner. Show respect for all clients, colleagues and business associates at all levels.

  • Track record of satisfied clients and high level of retention of clients.

  • Experience of working in a busy and dynamic office environment.

  • ...

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