Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group?
This is a unique opportunity to take ownership of a substantial client book valued at £20-30M FUM in the Cambridgeshire area, with the support and flexibility to excel both in client service and new business development.
Our client, a rapidly growing independent firm with coverage across the South of the UK, is seeking an experienced and driven estate planner to join their team.
In this role, you'll benefit from a strong flow of pre-qualified leads provided by the company's IFA team, allowing you to focus on delivering top-notch service and building client relationships.
Known for its supportive and collaborative culture, this company is also expanding through regular business acquisitions, making it an exciting place for career growth.
Triage incoming calls from customers, using fact-finding skills to assess their needs leading to the provision of straight-forward pensions guidance, signposting them to the most appropriate service ensuring they get the right guidance at the right time, or booking the appropriate appointment based on their needs.
The Pension Support Coordinator will report directly to Pensions Operations Manager.
We are a niche service provider to the built environment.
We have a strong retained client base and want to expand our market share, drive commercial growth and enhance our future growth plans.
The business provides a range of specialist access and maintenance solutions to faades, roofs & glazing for high-end hotels, commercial buildings and across the MOD estate.