Comprehensive Paraplanning Specialist
1 day ago
We are seeking a skilled and dedicated Financial Planning Expert to join our team at Cavendish Maine.
About Our Team:
We are a leading financial planning firm committed to delivering exceptional results for our clients. As a member of our team, you will have the opportunity to work with a talented group of professionals who share your passion for excellence.
Key Responsibilities:
- You will be responsible for producing high-quality review documents and suitability reports, ensuring that our clients receive the best possible advice.
- You will work closely with our Managing Director and team of Advisers to deliver exceptional client service and meet deadlines.
- You will research product suitability and services using relevant tools, ensuring that our clients have access to the best whole-of-market advice.
- You will input into and follow our Company Central Investment Proposition, ensuring that our clients' investments are aligned with their goals.
- You will prepare and present technical paperwork to clients, ensuring that they are fully informed and satisfied.
- You will maintain open communication channels with Providers, Advisers, Clients, and Administrators to ensure smooth business operations.
- You will keep up-to-date records and reviews to ensure compliance with regulatory requirements.
Requirements:
- Prior experience as a Paraplanner.
- Excellent technical knowledge across a range of areas.
- Strong skills in Microsoft Office applications.
- Familiarity with industry-specific software systems.
Benefits:
- Competitive salary circa £40,000 (dependent on experience).
- Generous holiday entitlement.
- Parking facilities available on-site.
- Access to company pensions and death-in-service benefits.
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