Social network you want to login/join with:
* This well-regarded financial advisory firm delivers holistic and tailored financial planning solutions to their clients and is currently looking to recruit an experienced Paraplanner to support their growing team of Advisors.
* They offer a flexible hybrid working arrangement, whether that’s 1 day in the office or 5, to support work-life balance.
The Role:
1. Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendation letters across various product types. Review fact-finds, risk profiles, and client objectives to ensure report accuracy.
2. Annual Reviews: Assist Financial Planners in preparing client annual reviews, including data gathering, valuations, reviewing objectives, and preparing Annual Suitability Assessments in line with FCA requirements.
3. Technical Research: Conduct research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions.
4. Provider Liaison: Communicate with product providers for detailed client and product information, illustrations, and documentation.
5. Support: Support Advisers with client meeting preparations and follow-ups.
The Candidate:
* Previous experience as a Paraplanner within a UK financial planning firm.
* Broad knowledge of the financial services industry, including pensions (DC & DB), ISAs, GIAs, bonds, trusts, and protection products.
* Excellent report-writing skills with strong attention to detail.
* Proficiency in financial planning software and platforms (e.g., Intelligent Office, Fintegrate, FE Analytics, Voyant).
The Package:
* Salary up to £42,000 DOE
* 25 days holiday plus bank holidays (rising with service)
* 4 x DIS
Reference: KC/95781
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 within 48 hours to discuss the opportunity further.
If you do not hear from us within 3 working days, please assume your application was unsuccessful. We may keep your details on file for other suitable vacancies unless you advise us otherwise. To opt out, please contact us.
Thank you for your interest in Cavendish Maine.
#J-18808-Ljbffr