Paraplanner Hybrid Position
4 weeks ago
Cameron James Financial Planning Team
We are seeking a dedicated and detail-oriented Paraplanner to support our Financial Planning team. This is an exciting opportunity for someone to leverage their administrative skills and knowledge of financial planning principles to contribute to the growth and success of our team.
- Provide research support and solutions to the Financial Planning team, ensuring compliance with company standards.
- Prepare compliant advice reports, letters, and recommendations, utilizing Voyant software and other tools.
- Liaise with the Financial Planning and Investment teams to provide recommendations and solutions, ensuring timely preparation of content for annual PSA review meetings.
- Attend client meetings with the adviser, completing detailed meeting file notes and providing updates on ongoing cases.
- Assist with the preparation and review of compliance documentation, ensuring accuracy and attention to detail.
- Participate in weekly task meetings with advisers and bi-weekly team meetings to review and agree priorities and workloads.
- Peer review and assist with training of trainee team members, promoting professional development and growth within the team.
Key Responsibilities:
- Responsible for all paperwork, meeting preparation, and activities for a dedicated list of private clients.
- Preparation of compliant advice reports, letters, and recommendations.
- Liaising with the Financial Planning and Investment Teams to provide recommendations and solutions.
- Ensure all recommendations meet with company standards.
About Cameron James:
Cameron James has been providing independent financial advice to individual and corporate clients since the 1990s.
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