Financial Planning Associate

2 weeks ago


Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000
Role Overview

We are seeking a highly skilled Paraplanner to join our team at Cavendish Maine. As a key member of our financial planning department, you will play a crucial role in providing high-quality, comprehensive financial planning advice to individuals, families, and businesses.

The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning, ideally with a desire to obtain Chartered Status. They will have excellent analytical and problem-solving skills, as well as the ability to work effectively in a fast-paced office environment.

Key Responsibilities
  • Receiving and actioning instructions from Advisers following client meetings.
  • Interpreting and analysing data obtained by Advisers.
  • Carrying out research and providing recommendations to meet client needs.
  • Loading cases onto relevant platforms.
  • Preparing suitability reports ensuring a high level of accuracy and care.
  • Maintaining up-to-date knowledge of all relevant product, legislative, and technical changes.

Salary and Benefits
Up to £45,000 (dependent on experience) plus company benefits, including hybrid working options and opportunities for professional development.

This is an excellent opportunity for a motivated and experienced Paraplanner to take their career to the next level and contribute to the success of our team.

  • Newton Abbot, Devon, United Kingdom Cavendish House Recruitment Full time

    Career Opportunity at Cavendish House RecruitmentWe are looking for a highly skilled Financial Planning Paraplanner to join our team. As a Financial Planning Paraplanner, you will play a crucial role in supporting our Advisers in delivering high-quality comprehensive financial planning advice to clients.Key Responsibilities:Assisting Advisers in researching...


  • Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000

    We are seeking an experienced Financial Planning Expert to join our team at Cavendish Maine. The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning.The role involves interpreting and analysing data obtained by Advisers, providing high-quality, comprehensive financial planning...


  • Newton Abbot, Devon, United Kingdom Cavendish Maine Full time

    This High-Value role is seeking a skilled and experienced Paraplanner to provide expert financial planning advice to clients.The ideal candidate will have strong technical knowledge across all aspects of Financial Planning, with a desire to obtain Chartered Status.Key Responsibilities:Interpreting and analysing data obtained by Advisers.The role is...


  • Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000

    Company Overview:Cavendish Maine is a leading financial services firm that provides high-quality, comprehensive financial planning advice to individuals, families and businesses. We are seeking an experienced Paraplanner to join our team.Role Summary:We are looking for a skilled Diploma Qualified Paraplanner with strong technical knowledge across all aspects...


  • Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000

    The role of a Paraplanner is to provide high-quality, comprehensive financial planning advice to individuals, families and businesses. In this role, you will be working closely with Chartered Financial Planners to interpret and analyse data obtained from clients.The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge...


  • Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000

    We are seeking an experienced Paraplanner to join our team at Cavendish Maine. The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning, ideally with a desire to obtain Chartered Status.The role involves interpreting and analysing data obtained by Advisers, providing...


  • Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Job Title: Financial Planning ManagerAt Trial Balance Consulting, we are delighted to have been exclusively re-engaged by a past client, a recognised local employer and highly successful e-commerce business trading internationally. This Management Accountant role will be predominantly based from the company's headquarters in Newton Abbot, but with potential...


  • Newton Abbot, Devon, United Kingdom Cavendish Maine Careers Full time

    Job Overview:We are seeking an experienced Paraplanner to join our team at Cavendish Maine Careers. The successful candidate will provide high-quality financial planning advice to individuals, families and businesses.Key Responsibilities:Acting on instructions from Chartered Financial Planners following client meetings.Interpreting and analysing data...


  • Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000

    Company OverviewCavendish Maine is a leading provider of financial planning services, dedicated to delivering high-quality advice to individuals, families, and businesses.


  • Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Established in the industry, Trial Balance continues to expand its market share. The company has a vacancy for an experienced Accountant to join its dynamic business services team.This is an excellent opportunity for a fully qualified professional looking to take their career to the next level. As a Senior Accountant, you will be responsible for managing a...

  • Financial Director

    4 days ago


    Newton Abbot, Devon, United Kingdom Kingcome Full time

    Unlock Growth Opportunities with Kingcome SofasWe are seeking a skilled Financial Controller to spearhead our finance function and drive business expansion.About Our Luxury Furniture Manufacturer:Kingcome Sofas is a renowned manufacturer of bespoke luxury sofas and chairs, distinguished by exceptional craftsmanship and premium quality materials.Key...


  • Newton Abbot, Devon, United Kingdom Cavendish Maine Full time

    We are seeking a skilled and experienced Chartered Financial Planner to join our team as a Paraplanner.The successful candidate will provide high-quality financial planning advice to individuals, families, and businesses.About the Role:The role is focused on providing expert financial planning advice to clients.Requirements: A Diploma Qualified Paraplanner...

  • Financial Director

    1 week ago


    Newton Abbot, Devon, United Kingdom Kingcome Full time

    Job OverviewKingcome Sofas, a luxury furniture manufacturer, seeks an experienced Financial Controller to lead its finance team. Located in London and Devon, the company boasts annual sales of £3 million and employs 45 staff. The successful candidate will be responsible for managing financial operations, ensuring accurate financial reporting, and providing...


  • Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000

    We are seeking a highly skilled Financial Planning Professional to join our team at Cavendish Maine. As a Diploma Qualified Paraplanner, you will have the opportunity to work in a dynamic and supportive environment and contribute to the delivery of high-quality financial planning services.Key responsibilities of the role include:Providing expert financial...


  • Newton Abbot, Devon, United Kingdom Legal Southwest Full time

    Legal Southwest is a leading law firm based in Devon, providing exceptional legal services to our clients. We are currently seeking an experienced Estate Planning Coordinator to join our team and contribute to the growth of our clients' relationships.About the JobThis is a full-time position, offering a competitive salary of £42,000 - £52,000 per annum,...


  • Newton Abbot, Devon, United Kingdom Cavendish House Recruitment Full time

    This Chartered Financial Planners provide high-quality, comprehensive financial planning advice to individuals, families and businesses and are seeking an experienced Paraplanner.Responsibilities:Receiving and interpreting instructions from Advisers following client meetings.Carrying out research and providing recommendations based on findings.Collaborating...


  • Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000

    Cavendish Maine is seeking a highly skilled Paraplanner to join our team. As a Diploma Qualified Paraplanner, you will be responsible for providing high-quality financial planning advice to individuals, families and businesses.You will work closely with our Chartered Financial Planners to interpret and analyse client data, and you will have the opportunity...

  • Financial Lead

    2 weeks ago


    Newton Abbot, Devon, United Kingdom Kingcome Full time

    About Kingcome SofasKingcome Sofas is a highly regarded luxury furniture manufacturer known for its outstanding craftsmanship and quality. The company specializes in making high-end sofas and chairs, including made-to-measure pieces.Job OpportunityWe are seeking an experienced Financial Controller to join our team as the finance lead. This role would suit a...


  • Newton Abbot, Devon, United Kingdom Kingcome Full time

    Drive Business Growth with Kingcome Sofas' Finance TeamWe are looking for a seasoned Financial Controller to lead our finance team and contribute to the success of our luxury furniture manufacturer.About Our Company:Kingcome Sofas is a reputable manufacturer of high-end sofas and chairs, known for its commitment to quality and craftsmanship. With a focus on...


  • Newton Abbot, Devon, United Kingdom Kingcome Full time

    About Kingcome SofasKingcome Sofas is a renowned luxury furniture manufacturer celebrated for its exceptional craftsmanship and high-quality products. The company specializes in creating bespoke sofas and chairs that cater to individual tastes and preferences.Our client, Kingcome Sofas, seeks an experienced Financial Controller to lead the finance function...