Financial Planner

3 days ago

Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

**Cavendish Maine Overview**

Cavendish Maine is a leading financial planning firm that provides high-quality, comprehensive financial planning advice to individuals, families and businesses. We are seeking an experienced Financial Planner to join our team.

Salary:

£40,000 (circa) depending on experience.

Job Description:**

We are looking for a skilled Paraplanner to work closely with our MD and team of highly qualified Advisers. The ideal candidate will ensure client receive an excellent level of service and all deadlines are met.

The role involves producing review documents and suitability reports, researching product suitability and services, and inputting into the Company Central Investment Proposition. You will also be responsible for preparing technical paperwork, following up with providers and clients, and keeping registers and logs up to date.

Required Skills and Qualifications:**

  • Prior experience as a Paraplanner.
  • Excellent technical knowledge across a wide range of areas.
  • Experience working with Microsoft Word, Excel and Outlook.
  • Knowledge of industry specific software systems such as Cashcalc, FE Analytics etc.

Benefits:**

  • 25 days plus bank holidays.
  • Parking available on site.
  • Pensions.
  • Death in service.

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