Paraplanning Specialist

3 days ago


Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time £40,000
Career Opportunity

Cavendish Maine is a leading financial planning firm seeking an experienced Paraplanning Specialist to join their team. In this role, you will have the opportunity to work with a talented team of Advisers to provide high-quality financial planning advice to individuals, families, and businesses.

The ideal candidate will have prior experience as a Paraplanner, excellent technical knowledge, and experience working with industry-specific software systems. They will also be able to demonstrate excellent communication skills and the ability to work effectively in a team environment.

This role offers a competitive salary of £40,000, 25 days' annual leave, and access to pensions and death-in-service benefits.

In this role, you will be responsible for producing review documents and suitability reports, researching product suitability and services, and ensuring compliance procedures are in place.

Key Skills:
  • Prior experience as a Paraplanner
  • Excellent technical knowledge
  • Experience working with industry-specific software systems


  • Kettering, Northamptonshire, United Kingdom Vanilla Recruitment (UK) Ltd Full time

    Job Title: Paraplanning SpecialistWe are seeking an experienced Paraplanning Specialist to join our team at Vanilla Recruitment (UK) Ltd. As a key member of our wealth management firm, you will play a pivotal role in providing comprehensive financial planning and assistance to high-net worth clients.Salary: £40,000 - £50,000 per annumAbout the Role:You...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    **About Us**Cavendish Maine is a reputable financial planning firm that delivers top-notch financial planning services to individuals, families, and businesses. We're currently looking for a skilled Paraplanning Specialist to join our team.Estimated Salary: £40,000 (dependent on experience).Job Responsibilities:**The successful candidate will work alongside...


  • Kettering, Northamptonshire, United Kingdom Austin Fraser Full time

    About the Role:The successful candidate will contribute to the development and implementation of investment strategies and support Advisers with paraplanning activities, including data collection, analysis, and presentation.This is an exciting opportunity for a motivated individual to join Austin Fraser's Investments & Pensions department and play a key role...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    About Our Financial Planning FirmCavendish Maine provides expert financial planning advice to individuals, families, and businesses, striving for excellence in every aspect of our work.Job Overview:We are seeking a skilled Paraplanning Specialist to support our team of Advisers in delivering top-notch service to our clients.Primary Responsibilities:Work...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time £40,000

    About the RoleWe are looking for an experienced Paraplanning Specialist to join our team at Cavendish Maine. As a Paraplanning Specialist, you will provide comprehensive financial planning advice to individuals, families, and businesses.The successful candidate will have prior experience as a Paraplanner, excellent technical knowledge, and experience working...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Careers Full time

    Job Summary:Cavendish Maine Careers is seeking a highly motivated Financial Services Coordinator to join their team. As a key member of the support staff, you will play a crucial role in ensuring the smooth operation of the business. This is an excellent opportunity for someone looking to start or advance their career in the financial services industry.Key...


  • Kettering, Northamptonshire, United Kingdom Capio Recruitment Full time

    About the RoleCapio Recruitment is working with a well-established Independent Financial Planning firm in the Midlands and London who are seeking an Experienced Technical Paraplanner to join their team. This company provides advice across a diverse range of case types, including Pensions, Investments, Tax Planning, and IHT, to both private individuals and...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    We are seeking a skilled and dedicated Financial Planning Expert to join our team at Cavendish Maine.About Our Team:We are a leading financial planning firm committed to delivering exceptional results for our clients. As a member of our team, you will have the opportunity to work with a talented group of professionals who share your passion for...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time £40,000

    About UsCavendish Maine is a professional services firm providing expert financial planning advice to individuals, families, and businesses in [location]. Our mission is to deliver exceptional results and build lasting relationships with our clients. We are committed to excellence, integrity, and teamwork, and we seek like-minded professionals to join our...


  • Kettering, Northamptonshire, United Kingdom Vanilla Recruitment (UK) Ltd Full time

    Vanilla Recruitment is proud to partner with a respected wealth management firm to find an experienced Paraplanner. The successful candidate will contribute to delivering exceptional client experiences and support the development of high-quality financial planning services.Role OverviewThe ideal candidate will be DipPFS qualified or studying, with a minimum...

  • Compliance Specialist

    2 weeks ago


    Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    Cavendish Maine is a leading financial planning firm providing high-quality, comprehensive financial planning advice to individuals, families and businesses. We are looking for an experienced Paraplanner to join our team of highly qualified Advisers.ResponsibilitiesWork closely with the MD and team of highly qualified Advisers, to ensure clients receive an...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    We are a forward-thinking financial planning firm seeking a skilled and innovative Comprehensive Paraplanning Specialist to join our team.About Our Work:We pride ourselves on delivering tailored solutions to meet our clients' unique needs. As a member of our team, you will have the opportunity to work with a diverse range of clients, from individuals to...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    About This OpportunityWe are a reputable financial planning firm committed to providing high-quality advice to individuals, families, and businesses.Job Role:This is an exciting opportunity for an experienced Paraplanning Specialist to join our team and contribute to delivering exceptional client outcomes.Main Responsibilities:Collaborate closely with the MD...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    About Cavendish MaineCavendish Maine is a reputable financial planning firm dedicated to delivering high-quality, comprehensive advice to individuals, families, and businesses.Job Description:We are seeking an experienced Paraplanning Specialist to join our team. As a key member of our compliance department, you will play a crucial role in ensuring that our...


  • Kettering, United Kingdom Capio Recruitment Full time

    **Job Title: Financial Planning Administrator** **Location: Kettering** **Salary: £25,000 - £29,000** **The Company**: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a new Administrator to join their back office team. They are a modern,...