Paraplanner

Cavendish Maine Recruitment

Posted 17 hours ago, valid for a month

Wellington, Somerset TA210ED, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

A Chartered Financial Planners firm is seeking an experienced Paraplanner to provide high-quality financial planning advice.
The role involves receiving instructions from Advisers, interpreting data, conducting research, and preparing suitability reports.
Candidates should be Diploma Qualified Paraplanners with strong technical knowledge and a desire to obtain Chartered Status.
The salary for this position is up to £45,000, depending on experience, along with additional company benefits.
The position is primarily office-based, but hybrid working options may be considered.

This Chartered Financial Planners provide high-quality, comprehensive financial planning advice to individuals, families and businesses and are looking for an experienced Paraplanner to join the team.

Role and Responsibilities:

Receiving and actioning instructions from Advisers following client meetings.
Interpreting and analysing data obtained by Advisers.
Carrying out research and providing recommendations to meet client needs.
Load cases onto relevant platforms.
Preparation of suitability reports ensuring a high level of accuracy and care.
Keeping up to date with all relevant product, legislative and technical changes.
The role is predominantly office based, although hybrid working will be considered.

The Individual:

The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning, ideally with a desire to obtain Chartered Status.

Salary:

Up to £45,000 (Depending On Experience) Plus Company Benefits

Contact: Karen Cummins

Reference: KC/87044

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.In the meantime, we would like to thank you for your interest in Cavendish Maine.

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