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Financial Planning Assistant

2 months ago

Cheltenham, Gloucestershire, United Kingdom Cavendish House Recruitment Careers Full time

About Cavendish House Recruitment Careers

We are a leading recruitment agency specializing in financial services placements. Our team is dedicated to connecting talented professionals with top financial institutions.

Job Title: Paraplanner

Job Summary:

  • Obtain and analyze information from financial providers to support financial planning activities.
  • Conduct technical research to ensure accurate financial planning recommendations.
  • Develop and maintain accurate cash flow planning analysis to meet client objectives.
  • Prepare comprehensive suitability reports with a high level of accuracy and attention to detail.
  • Process new business and monitor progress to completion.

Key Responsibilities:

  • Previous paraplanning experience and strong technical knowledge are essential for this role.
  • Candidates should ideally hold a diploma in a relevant field or be working towards one.

What We Offer:

  • A competitive salary up to £45,000 depending on experience and qualifications.
  • A discretionary quarterly performance bonus.