Financial Planning Specialist

2 weeks ago


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 of Financial Planning, ideally with a desire to obtain Chartered Status. The successful candidate will be responsible for 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, and preparing suitability reports ensuring a high level of accuracy and care.

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.
  • Preparation of suitability reports ensuring a high level of accuracy and care.
  • Keeping up to date with all relevant product, legislative and technical changes.
The Individual:
We are seeking an individual who possesses excellent technical skills, strong analytical and problem-solving abilities, and excellent communication and interpersonal skills. The ideal candidate will have a Diploma in Financial Planning or equivalent qualification and a minimum of 1 year's experience working as a Paraplanner or equivalent role. Ideally, the candidate will have a desire to obtain Chartered Status. A salary of up to £45,000 (depending on experience) plus company benefits makes this an attractive opportunity for those seeking to develop their careers in Financial Planning.

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