Jim Barnett

Paraplanning Leader


As the Team Leader of the Paraplanning Team, it is my responsibility to motivate the Team, maintain Quality and Service Standards, ensure that the work is processed efficiently, ensure that the cases comply with Financial Regulations and are presented in a clear format for the clients and act as a source of reference for the Team and for the Advisers on Technical and Compliance matters.


I am also trying to ensure that the staff members within the Team have the opportunity to develop and obtain their own personal goals within their jobs and enjoy their working environment and fulfil their job ambitions.