Financial Services Support Professional

7 days ago


Marlborough, Wiltshire, United Kingdom Cameron James Full time

We are seeking a skilled and detail-oriented Paraplanner to join our team at Cameron James. As a key member of our financial services team, you will play a vital role in providing high-quality support to our Financial Planners.

Key Responsibilities:

  • Assist Financial Planners in the preparation of comprehensive Financial Planning Reports, ensuring timely and compliant delivery.
  • Conduct in-depth research on financial products and services to identify suitable solutions for clients.
  • Coordinate the submission of plans to provider companies, maintaining accurate records and ensuring seamless communication.
  • Manage client records on our company software, ensuring up-to-date and compliant files.
  • Process illustration requests and stay current with financial product updates and legislation.

Requirements:

  • Proven experience in a financial advice firm, with expertise in Paraplanning and report writing.
  • Diploma qualification in a relevant field is desirable, but we will consider candidates with relevant skills and experience.
  • Excellent business correspondence and proofreading skills, with a high degree of accuracy.
  • Strong analytical and problem-solving abilities.
  • Proficiency in IT and office software packages, including Word, Excel, and PowerPoint.

What We Offer:

  • Competitive salary, dependent on experience and qualifications.
  • 25 days' holiday (rising with length of service) plus Bank Holidays, Birthday Leave, and other benefits.


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