Senior Financial Planning Assistant

2 weeks ago


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 obtained by Advisers.
  • Conducting research and providing recommendations to meet client needs.
  • Loading cases onto relevant platforms.
  • Promoting the preparation of suitability reports with a focus on accuracy and care.
  • Maintaining up-to-date knowledge of relevant product, legislative and technical changes.
The Ideal Candidate:
  • A Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning.
  • A desire to obtain Chartered Status is ideal.
Benefits:
  • A competitive salary of up to £45,000 (dependent on experience) plus company benefits.


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