Company Overview
Cavendish Maine is a rapidly growing Financial Planning firm based in the South of England. Our team of experienced professionals provides high-quality advice to individuals, families, and businesses.
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Job Summary
We are seeking an ambitious Financial Planning Associate to join our team in Wandsworth. As a key member of our team, you will be responsible for building client relationships, completing annual reviews, and identifying client needs.
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Key Responsibilities
* Client Relationship Building: Establish strong, sustainable relationships with clients through regular communication and proactive service delivery.
* Annual Reviews: Complete comprehensive annual reviews within required timescales, ensuring all client needs are met and documented.
* Needs Identification: Proactively identify and assess client needs, providing tailored solutions to meet their financial objectives.
* New Business Generation: Generate new business opportunities by writing referrals from existing clients following successful annual reviews.
* KYC and Suitability: Obtain and record required meeting regulatory Know Your Client (KYC) and suitability requirements.
* Client Complaints: Handle client complaints in a professional manner, providing solutions and following up to ensure resolution.
* Record Keeping: Maintain accurate records of customer interactions and process client accounts efficiently.
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Requirements
* Qualifications: Hold a Diploma in Financial Planning or equivalent.
* CAS Status: Hold or have previously held Certified Accountant Specialist (CAS) status.
* Technical Knowledge: Possess strong technical knowledge across all aspects of financial planning.
* Chartered Status: Ideally desire to obtain Chartered Status.
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Salary and Benefits
* Salary: Competitive salary of approximately £40,000 (dependent on experience), with an OTE of £60,000 plus extensive company benefits.
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What We Offer
At Cavendish Maine, we offer a dynamic work environment, supportive colleagues, and excellent training opportunities. If you are a motivated and ambitious individual looking to advance your career in financial planning, please apply now.