Job Information

Cameron James are a specialist recruitment agency for the Financial Service industry and we are currently supporting a leading provider of financial planning needs.

They are actively recruiting for a Paraplanner that ideally has a minimum of 2 years� experience preplanning experience in a similar environment.

Key purpose of the role is to complete a number of tasks involved in preparing and administrating a Financial Plan and/or Report for clients.

Responsibilities include;

� Keep up-to-date with new product, technical or legislative changes within the marketplace.
� Comply at all times with the firm�s Compliance; Training & Competence; Complaints and Data Security policies / procedures.
� Work as part of a team alongside the firm�s advisers and administrators to provide clients with a professional ongoing Financial Planning experience.

� Check all paperwork / information is available to ensure that the client file meets the FCA�s rules and requirements.
� Discuss the client�s needs and objectives with the relevant adviser.
� Prepare & discuss draft recommendation reports
� Obtain �sign-off� by the relevant adviser.
� Prepare suitability reports in accordance with the agreed recommendations.
� Complete application / proposal forms.
� Ensure all compliance paperwork is in order.
� Establish and build strong relationships with clients.
� If required, attend client meetings with adviser.
� Organise future planning meetings with clients, in accordance with agree timescales.
� Review investment portfolio, asset allocation, risk profile etc.

Candidate attributes;

� Excellent inter-personal skills, both written and verbal.
� Excellent report writing skills.
� The ability to interpret and analyse information
� Accurate with good attention to detail.
� IT :use of Microsoft Office packages and a financial services back office system.
� Detailed knowledge of the FCA�s rules and requirements.
� Detailed knowledge of the FCA�s and the firm�s record keeping requirements.
� Broad knowledge of the financial services sector.
� High level of technical knowledge.
� Suitable Level 4 qualification desirable.



Excellent career opportunity with an established independent organisation that will offer full support and personal development, with a basic salary up to £30,000 and a competitive benefits package. Please contact Sam bates at Cameron James Recruitment on 0207 769 6791 or [email protected] to express your interest