About this role
Cavendish Maine is seeking an experienced Paraplanner to provide high-quality, comprehensive financial planning advice to individuals, families, and businesses.
Key responsibilities
* Receive and action instructions from Advisers following client meetings.
* Interpret and analyse data obtained by Advisers.
* Carry out research to provide recommendations and support the Adviser in client meetings.
* Develop and maintain accurate and up-to-date records of client interactions and recommendations.
Requirements
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Ability to work accurately and efficiently in a fast-paced environment.
* Proficiency in financial planning software and systems.
What we offer
Cavendish Maine offers a competitive salary and benefits package, as well as opportunities for professional development and growth.