Financial Planning Client Support

Cameron James is working with a successful Fully Independent Financial Planning firm based in Surrey, in the recruitment of an experienced Financial Planning Assistant to join their growing team. They have offices that spam the whole of the UK.

You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products. These main tasks will be the responsibility of the Paraplanning team.

Main responsibilities of the Administrator are:

• Gather information and collate sales documentation:
• Prepare illustrations, comparisons.
• Preparation & documentation of Letter of Authorities for client existing plans.
• Completion of Plan Checklists
• Assist in compilation of Suitability Reports
• Upload documents to Caerus for compliance
• Facilitate the approval of cases which do not initially pass PFA checking and ensure papers are complete.
• When approved, submit application documentation to product providers.
• Update Intelliflo status.
• Update Database/systems.
• Ensure business issued as quickly as possible.

Desirable:

R01-R06, CII Level 4 Qualified

Some experience with DB Pensions would be beneficial

Experience of Intelligent Office, Defaqto, FE Analytics or similar systems desirable

The firm offers excellent benefits and ongoing training and qualifications with salary increments on completion of each exam

Please apply on-line or contact Cameron James for full information.