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Financial Planning Assistant

2 months ago

Marlborough, Wiltshire, United Kingdom Cameron James Full time
Paraplanner Role at Cameron James

We are seeking a skilled Paraplanner to join our team at Cameron James, based in Marlborough, Wiltshire. This is an exciting opportunity to work closely with our Financial Planners, providing technical support and expertise in servicing clients' financial needs.

Key Responsibilities
  • Assist Financial Planners in producing high-quality Financial Planning Reports for clients.
  • Conduct research on financial products and solutions to support clients' needs.
  • Coordinate the submission of plans to provider companies.
  • Maintain accurate and compliant client records on our software.
  • Support the preparation of illustration requests.
  • Stay up-to-date with financial products and legislation.
Requirements
  • Experience in a Financial Advice firm and Paraplanner/report writing skills are essential.
  • Diploma qualifications in a relevant field are desirable.

Cameron James is a reputable firm offering a supportive and dynamic work environment. If you are a motivated and professional individual with a passion for financial services, we encourage you to apply for this exciting opportunity.