Financial Planning Assistant
4 weeks ago
Cameron James is seeking a skilled Financial Planning Assistant to join their team in Godalming.
Main responsibilities include:
- Gather information and collate sales documentation
- Prepare illustrations and comparisons
- Prepare and document Letters of Authorities for client existing plans
- Complete Plan Checklists
- Assist in compilation of Suitability Reports
- Upload documents to Caerus for compliance
- Facilitate the approval of cases that do not initially pass PFA checking and ensure papers are complete
- Submit application documentation to product providers
- Update Intelliflo status
- Update Database/systems
Desirable qualifications include:
- R01-R06, CII Level 4 Qualified
- Experience with Intelligent Office, Defaqto, or FE Analytics
The firm offers excellent benefits and ongoing training and qualifications.
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Financial Planning Expert
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