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Financial Planning Assistant
2 months ago
About Cavendish House Recruitment:
We are a leading recruitment agency specializing in the placement of skilled professionals in the financial services industry.
The Role:
We are seeking a highly motivated and detail-oriented Paraplanning Professional to join our client's office-based team.
Key Responsibilities:
- Obtain and analyze information from financial institutions and providers
- Conduct thorough technical research to support client objectives
- Develop accurate cash flow planning analysis in line with client goals
- Prepare comprehensive suitability reports with a high level of accuracy and attention to detail
- Process and manage client data with precision and care
Requirements:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
- Proficiency in financial planning software and tools
What We Offer:
A competitive salary and benefits package, opportunities for career growth and development, and a dynamic work environment.
