Paraplanning Specialist

2 days ago

Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

**About Us**

Cavendish Maine is a reputable financial planning firm that delivers top-notch financial planning services to individuals, families, and businesses. We're currently looking for a skilled Paraplanning Specialist to join our team.

Estimated Salary: £40,000 (dependent on experience).

Job Responsibilities:**

The successful candidate will work alongside our MD and Advisers to ensure seamless delivery of exceptional client service. Key responsibilities include creating review documents, conducting research, and contributing to our investment proposition.

Additionally, you'll prepare technical documentation, maintain accurate records, and foster effective communication with stakeholders.

Essential Skills:**

  • Demonstrated experience as a Paraplanner.
  • Strong technical expertise across various areas.
  • Proficiency in Microsoft Office applications.
  • Familiarity with industry-specific software tools.

Perks:**

  • A competitive salary package.
  • Generous holiday allowance.
  • Parking facilities available.
  • Pension scheme.
  • Life assurance.

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