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* 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 are looking for someone who can work autonomously and offer a flexible hybrid working arrangement, whether that's 1 day in the office or 5.
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: Support 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 comprehensive research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions.
4. Provider Liaison: Communicate with product providers to obtain detailed client and product information, illustrations, and policy documentation.
5. Support: Assist Advisers with client meeting preparation 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 + 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 your application.
If your application is successful, we will contact you to discuss the opportunity in more detail within 48 hours of receiving it.
If you do not hear from us within 3 working days, please assume your application was unsuccessful. We may keep your details in our hold file for future suitable vacancies. If you do not want us to do this, please call us to advise.
Thank you for your interest in Cavendish Maine.
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