Senior Financial Planner

3 days ago


Wokingham, Wokingham, United Kingdom Cameron James Full time
About Cameron James

Cameron James is a truly independent Financial Planning firm, specialising in the financial well-being of their clients. With over 20 years' experience in the Financial Planning industry, the team has a deep understanding of the complexities of financial planning and a commitment to delivering exceptional service.

Job Role

We are seeking a qualified Paraplanner to join our successful team, which consists of 2 further Paraplanners and administrators. The role may also suit a Senior Paraplanner or team leader.

Key Responsibilities
  • Maintaining client records and data gathering
  • Utilising industry software to support client services, including cashflow modelling and FE analytics
  • Preparing recommendations and producing suitability reports and associated documentation
  • Completing documentation for clients to review and sign, and submitting applications as appropriate
Requirements

Ideally, you should be Chartered or happy working towards this accreditation. You will have a strong understanding of financial planning principles and a commitment to delivering high-quality service to clients.


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