Paraplanner

1 week ago

Ham Green, United Kingdom Cavendish Maine Full time

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK.Read all the information about this opportunity carefully, then use the application button below to send your CV and application.They are currently looking to recruit an experienced Paraplanner to support their team of Advisors.The Role Key Responsibilities: Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of product types.Review fact-finds, risk profiling, and client objectives to ensure report is accurate.Annual Reviews: Support Financial Planners in the preparation of client annual reviews, including gathering data, conducting valuations, reviewing client objectives, and preparing Annual Suitability Assessments in line with FCA requirements.Technical Research: Conduct comprehensive research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions.Provider Liaison: Communicate with product providers to obtain detailed client and product information, illustrations, and policy documentation.Support: Support advisers with client meeting preparation and follow-ups The company are able to consider hybrid working (min 3 days in office), although office-based would be preferred.The Candidate Previous experience as a Paraplanner (ideally Diploma qualified) Broad knowledge of the financial services industry and financial planning process.Excellent attention to detail.The Package Salary up to £45k DOE 21 days holiday Christmas shut down 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/97501 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion.Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies.If you do not want us to do this please call us to advise. xsabvtc In the meantime, we would like to thank you for your interest in Cavendish Maine.

  • Paraplanner

    1 week ago

    Ham Green, United Kingdom Cavendish Maine Full time £45,000

    Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK.Read all the information about this opportunity carefully, then use the application button below to send your CV and application.They are currently looking to recruit an experienced...

  • Paraplanner

    1 week ago

    Ham Green, United Kingdom Cavendish Maine Full time

    Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK.Read all the information about this opportunity carefully, then use the application button below to send your CV and application.They are currently looking to recruit an experienced...

  • Paraplanner

    4 days ago

    Weston-on-the-Green, United Kingdom Ortus PSR Full time

    **Paraplanner** **Location: Oxford** **Salary: £35,000 - £45,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and...

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    2 weeks ago

    Hatching Green, United Kingdom Blakemore Recruitment Full time

    A leading recruitment firm is assisting in hiring a Diploma Qualified Paraplanner in Hatching Green. This role requires at least 2 years of experience in paraplanning and entails providing a range of financial planning services while maintaining compliance. The ideal candidate will be part of a supportive team and has the opportunity to advance to a Senior...

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    2 weeks ago

    Hatching Green, United Kingdom Blakemore Recruitment Full time

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    2 weeks ago

    Hatching Green, United Kingdom mbf. Full time

    Overview Are you an experienced Paraplanner looking for your next challenge in a forward-thinking, client-focused environment? We’re working with a well-established and highly respected financial planning firm in Harpenden, who are seeking a skilled Paraplanner to join their team on an initial 12-month fixed-term contract. This is an excellent opportunity...

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    Hatching Green, United Kingdom mbf. Full time

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