Chartered Financial Advisor Support Specialist
16 hours ago
We are seeking a detail-oriented and organised Paraplanner to join our team at Cavendish House Recruitment. The successful candidate will be responsible for providing high-quality, comprehensive financial planning advice to individuals, families, and businesses.
Role and Responsibilities:The role involves receiving and actioning instructions from Advisers following client meetings, interpreting and analysing data obtained by Advisers, and carrying out research and providing recommendations.
The estimated salary for this role is £32,000 - £42,000 per annum, depending on experience.
Required Skills and Qualifications:- Proven experience as a Paraplanner.
- Excellent time management and prioritisation skills.
- Ability to maintain confidentiality and handle sensitive information.
The successful candidate will benefit from working with a well-established company in the financial services industry.
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