Comprehensive Advice Coordinator
3 days ago
We 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 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.
Responsibilities:- Produce high-quality review documents and suitability reports
- Research product suitability and services
- Ensure compliance procedures are in place
You will also be required to work closely with the MD and team of Advisers to ensure clients receive an exceptional level of service and all deadlines are met.
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Residential Advice Coordinator
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Comprehensive Financial Advisor
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Comprehensive Financial Advisor
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Comprehensive Wealth Manager
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Comprehensive Suitability Reports Expert
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Comprehensive Financial Services Advisor
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Comprehensive Financial Adviser
1 week ago
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Comprehensive Paraplanning Specialist
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Financial Services Coordinator
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Comprehensive Financial Advisor
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Comprehensive Financial Services Specialist
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Human Resources Coordinator
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ENT Department Administrative Coordinator
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Collection and Redistribution Coordinator
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Care Coordinator
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