Financial Planning Associate
2 weeks ago
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.
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