Paraplanner Specialist
4 days ago
About Cavendish House Recruitment:
We are a leading recruitment agency specializing in the placement of skilled professionals in the financial services industry.
The Role:
We are seeking a highly motivated and detail-oriented Paraplanner Specialist to join our client's office-based team. As a key member of the team, you will be responsible for:
- Obtaining and analyzing information from financial institutions
- 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 and care
About the Company:
Our client is a reputable firm of Chartered Financial Planners dedicated to providing exceptional financial services to their clients.
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Paraplanner - Financial Planning Specialist
6 days ago
Hereford, Herefordshire, United Kingdom Cavendish House Recruitment Full timeAbout 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 providersConducting in-depth research on financial...
-
Paraplanner - Financial Planning Specialist
6 days ago
Hereford, Herefordshire, United Kingdom Cavendish House Recruitment Full timeAbout 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 providersConducting in-depth research on financial...
