Financial Planning Assistant

4 weeks ago


Godalming, Surrey, United Kingdom Cameron James Full time

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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