Financial Planning Professional

16 hours ago


Wellington, Telford and Wrekin, United Kingdom Cavendish House Recruitment Full time

We are seeking a skilled Paraplanner to join our team at Cavendish House Recruitment. This Chartered Financial Planners role involves providing high-quality, comprehensive financial planning advice to individuals, families, and businesses.

Job Summary:
  • The successful candidate will receive and action instructions from Advisers following client meetings.
  • They will interpret and analyse data obtained by Advisers.
Key Responsibilities:
  1. Carrying out research and providing recommendations to support the delivery of excellent client outcomes.
  2. Maintaining accurate records and ensuring compliance with relevant regulations.

This is an exciting opportunity for a professional looking to advance their career in a dynamic and supportive environment.

The estimated salary for this role is £45,000 - £55,000 per annum, depending on experience.



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