Paraplanner - Financial Planning Specialist

1 week ago


Cheltenham, Gloucestershire, United Kingdom Cavendish House Recruitment Full time
Job Description

Cavendish House Recruitment is seeking a skilled Paraplanner to join their team of financial planning professionals.

Key Responsibilities:

  • Obtaining and analyzing financial information from various sources
  • Conducting in-depth research on financial products and services
  • Creating accurate financial planning analysis and reports
  • Preparing comprehensive suitability reports for clients
  • Processing new business and monitoring client relationships

Requirements:

  • Previous experience in paraplanning and strong technical knowledge of financial planning
  • Diploma qualification in a related field or working towards

Benefits:

  • Competitive salary up to £45,000 depending on experience and qualifications
  • Discretionary quarterly performance bonus
  • Generous holiday package and study support for additional qualifications

About Cavendish House Recruitment:

Cavendish House Recruitment is a leading recruitment agency specializing in financial services recruitment. We are committed to providing exceptional service and support to our clients and candidates.



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