Diploma Qualified Advisor

1 week ago


Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000
About Cavendish Maine:
Cavendish Maine is a leading provider of financial services solutions to individuals, families, and businesses. Our team of experienced professionals works closely with clients to deliver tailored financial advice and support. We are committed to delivering exceptional service and results, while maintaining a culture of excellence and integrity. As a member of our team, you will have the opportunity to work with a dynamic group of professionals who share a passion for delivering outstanding financial services. In return for your hard work and dedication, we offer competitive salaries, extensive training and development opportunities, and a range of employee benefits.

Job Description:
The successful candidate will be responsible for working closely with our team of Advisers to deliver high-quality financial planning advice to clients. This will involve receiving and actioning instructions from Advisers following client meetings, interpreting and analysing data obtained by Advisers, carrying out research and providing recommendations to meet client needs, and preparing suitability reports ensuring a high level of accuracy and care. In addition to these key responsibilities, the successful candidate will also be required to keep up to date with all relevant product, legislative and technical changes. A salary of up to £45,000 (depending on experience) plus company benefits makes this an attractive opportunity for those seeking to develop their careers in Financial Planning.

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