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Paraplanner - Financial Planning Specialist

2 months ago

Cheltenham, Gloucestershire, United Kingdom Cavendish House Recruitment Full time

Cavendish House Recruitment is seeking a skilled Paraplanner to join their team of Chartered Financial Planners.

Job Description:

  • Collecting and analyzing data from financial institutions and organizations.
  • Conducting in-depth technical research and analysis to inform financial planning strategies.
  • Developing and implementing accurate cash flow planning strategies based on client goals and objectives.
  • Preparing detailed suitability reports with precision and attention to detail, ensuring compliance with regulatory requirements.
  • Managing new business applications throughout the process, from initial consultation to final implementation.

Candidates with a strong background in financial planning and analysis are encouraged to apply. The ideal candidate will possess excellent communication and organizational skills, with the ability to work effectively in a fast-paced environment.