My client are a firm of Chartered Financial Planners looking for a Paraplannerto join their team.
Job Description:
Obtaining and analysing information from providers
Conducting technical research
Creating accurate cash flow planning analysis in line with client objectives
Preparation of suitability reports ensuring a high level of accuracy and care.
Processing new business and monitor through to completion
The successful candidate will be expected to be office based 3 days a week and can work from home the remaining 2 days.
The Candidate:
Previous paraplanning experience and strong technical knowledge is essential.
Candidates will ideally be diploma qualified or working towards.
The Package:
Salary up to £45,000 depending on experience and qualifications
Discretionary quarterly performance bonus
25 days holiday + bank holidays + birthday off
Study support for additional qualifications if desired
Contact:
Karen Cummins
Job Reference: KC/86849
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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