Financial Planning Specialist
2 days ago
Cavendish Maine is a financial planning firm that provides high-quality, comprehensive financial planning advice to individuals, families and businesses. We are looking for an experienced Financial Planning Specialist to join our team.
About the RoleYou will work closely with the Managing Director and a team of highly qualified Advisers to ensure clients receive an excellent level of service and all deadlines are met.
Key Responsibilities- Produce review documents that meet client expectations
- Collaborate with the team to achieve business goals
We estimate that this role will offer a salary in the range of £45,000 - £55,000 per annum.
Benefits and PerksWe offer a competitive benefits package, including a generous pension scheme and opportunities for professional development.
What We Are Looking ForWe are seeking an experienced and skilled individual who can demonstrate:
- A strong understanding of financial planning principles
- Excellent communication and interpersonal skills
The ideal candidate will be able to hit the ground running and contribute to the success of our team from day one.
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