About Cavendish House Recruitment:
We are working with a firm of Chartered Financial Planners who are seeking a skilled Paraplanner to join their team.
The Role:
The successful candidate will be responsible for obtaining and analyzing information from providers, conducting technical research, and creating accurate cash flow planning analysis in line with client objectives.
Key Responsibilities:
* Obtaining and analyzing information from providers to support the creation of suitability reports
* Conducting technical research to ensure the accuracy of financial planning recommendations
* Creating detailed cash flow planning analysis to meet client objectives
* Preparing suitability reports with a high level of accuracy and care
* Working closely with the financial planning team to deliver high-quality results
Requirements:
To be successful in this role, you will need to have excellent analytical and communication skills, as well as the ability to work accurately and efficiently in a fast-paced environment.
What We Offer:
This is an excellent opportunity to join a dynamic and growing firm, with a competitive salary and benefits package.
How to Apply:
If you are a motivated and experienced Paraplanner looking for a new challenge, please click on the apply button to submit your application.