Paraplanner

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. 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.

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

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