Financial Planning Associate

1 month ago


Wellington, United Kingdom Cavendish Maine Full time

Cavendish Maine is seeking a skilled Financial Planning Associate to support our team of Chartered Financial Planners. As a key member of our financial planning department, you will play a vital role in delivering high-quality, comprehensive financial planning advice to individuals, families, and businesses.

The successful candidate will have the opportunity to work with experienced Advisers, receiving and actioning instructions following client meetings. You will also interpret and analyze data obtained by Advisers, carrying out research and providing recommendations to enhance clients' financial well-being.

Key Responsibilities:

  • Receiving and actioning instructions from Advisers after client meetings
  • Interpreting and analyzing data obtained by Advisers
  • Carrying out research and providing recommendations to support clients' financial goals

We are looking for an individual with excellent analytical and communication skills, who can work effectively in a fast-paced environment. If you have a passion for delivering exceptional client service and are looking for a challenging and rewarding role, we would love to hear from you.

Estimated Salary: £35,000 - £45,000 per annum, depending on experience and qualifications. We offer a competitive benefits package, including opportunities for professional development and career growth.



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