Financial Services Professional

3 weeks ago


Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time £45,000
Financial Paraplanner Opportunity

Cathedral Appointments | South West Recruitment is seeking a skilled Financial Paraplanner to join their team in the South West region.

About the Role

We are looking for a highly motivated and detail-oriented individual to provide analytical support to our clients in the financial services industry.

  • Analyse data and utilise research tools to deliver solutions that meet client needs and objectives.
  • Hold a Level 4 Diploma in Financial Services and ideally be working towards Level 6.
  • Demonstrate a practical awareness and up-to-date knowledge of retail financial products.
What We Offer

We provide a supportive and dynamic work environment, with opportunities for professional growth and development.

  • 25 days annual leave + bank holidays.
  • Pension Scheme with 3% employer contribution.

We are committed to providing a high-quality service to our clients and are looking for a dedicated and enthusiastic individual to join our team.



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