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Paraplanner - Financial Planning Specialist

2 months ago

Hereford, Herefordshire, United Kingdom Cavendish House Recruitment Full time

About Cavendish House Recruitment:

We are a leading recruitment agency specializing in financial services, and we are currently working with a firm of Chartered Financial Planners to find a skilled Paraplanner to join their team.

The Role:

  • Obtaining and analyzing information from financial institutions and providers
  • Conducting in-depth research on financial products and services
  • Creating accurate cash flow planning analysis to meet client objectives
  • Preparing comprehensive suitability reports with a high level of accuracy and attention to detail
  • Processing and managing client data with precision

About the Ideal Candidate:

  • Strong analytical and research skills
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Knowledge of financial planning principles and practices

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package