Financial Services Coordinator

2 weeks ago


Newton Abbot, Devon, United Kingdom Cavendish Maine Careers Full time
About the Role:

Cavendish Maine Careers is looking for an experienced Paraplanner to join our team. The successful candidate will work closely with our Chartered Financial Planners to provide comprehensive financial planning advice to clients.

Main Duties:
  • Receiving and acting on instructions from Advisers after client meetings.
  • Analyzing and interpreting data provided by Advisers.
  • Carrying out research and developing recommendations to meet client needs.
  • Loading client information onto relevant platforms.
  • Preparing high-quality suitability reports with attention to detail.
  • Staying current with product, legislative, and technical updates.
Requirements:
  • A qualified Paraplanner with excellent technical skills in Financial Planning.
  • A willingness to pursue Chartered Status is desirable.
Compensation:
  • A salary of up to £45,000 (dependent on experience) plus company benefits.


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