Financial Planning Specialist

2 days ago


Kettering, United Kingdom Cavendish Maine Full time

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 Role

You 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 Perks

We offer a competitive benefits package, including a generous pension scheme and opportunities for professional development.

What We Are Looking For

We 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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