A selection of Financial Services Professionals 

- February 2024

Candidate ID: JC/184864

Seeks: IFA Administrator

Salary Expectations: £26,500

Location: Bristol

Availability: Immediate

• Holds R01 - R05, awaiting R06 result due early March.
• 18 months experience working within an IFA supporting paraplanners and advisors.
• Good exposure to a variety of products.
• Familiar with multiple provider platforms and utilised Wealthtime platform.
• Had hands on experience with preparing documents/suitability reports.
• Has experience with cashflow modelling using Moneyscope.

Candidate ID: JC/184770

Seeks: Junior Paraplanner

Salary Expectations: £30,000

Location: Bristol

Availability: 1 Month

• 18 months industry experience and one exam off Level 4 Diploma (Completed R01-R05).
• Currently working as a hybrid administrator/junior paraplanner in an independent firm.
• Experience writing basic reports and undertaking research on behalf of the advisors.
• Has worked as both sole support for an individual advisor and as part of a pooled resource.
• Familiar with IO and FE along with multitude of provider platforms.
• Has had exposure to client meetings alongside advisors.
• Able to provide technical information in a clear and easy to understand manner.

Candidate ID: JC/184863

Seeks: IFA Administrator

Salary Expectations: £25,000

Location: Bristol

Availability: 4 Weeks

• Undertaken several R0 exams with 3 left to take to obtain Level 4 Diploma.
• Military background lending to great time management, organisation, communication skills, team work and commitment.
• Has had prior experience as an administrator within a GI company, so familiar with working in a regulated environment.

Candidate ID: JC/184569

Seeks: Financial Planner

Salary Expectations: £50,000

Location: Bristol

Availability: Immediate

• Accomplished Diploma qualified Financial Adviser with 35 years industry experience.
• A strong ethical approach offering valuable contributions to any business or client relationship. Demonstrates a proven track record of exceeding sales targets, expanding client banks, and building enduring relationships.
• Highly committed having spent 16 years with previous firm as an IFA.
• Managed over 150 clients with assets under management exceeding £30,000,000 and with £150k+ ongoing showing ability to nurture relationships and demonstrating long term success.
• Handled various client types, including group pension plans and a range of individuals from entrepreneurs to industrial workers.
• Managed all research and paraplanning activities with efficient utilisation of back-office support.
• Experienced at advising holistically but especially adept at Pension advice having come from a Pension background prior to becoming an IFA.

Candidate ID: JC/184727

Seeks: Paraplanner

Salary Expectations: £45,000

Location: Bristol

Availability: 4 Weeks

• Holds Level 6 Private Client Investment Advice & Management qualification as a Private Client Wealth Manager and currently pursuing Level 7 certification.
• Two years highly technical Paraplanning experience prior to becoming a Wealth Manager.
• Experience dealing with the UHNW clients in both a Paraplanning and Advisory capacity.
• Capable of working for a sole advisor/advisors or as a pooled resource.
• Adept at the preparation of Suitability Letters for various financial products and meticulously evaluating advisers' recommendations against clients' profiles.
• Due to clients worked with, is used to highly complex needs and requirements so capable of tackling the more technical cases and supporting others in this area.
• Very familiar with cashflow management, specifically with Intelliflo.

If you would like to discuss strengthening your team, please contact Jordan Cassell on 01275 813003 or email jordan@cavendishmaine.com