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2019-08-12 08:14:541970-01-01 Cavendish Maine
Job Type Permanent Full Time
Location Bridgend
Area Wales, UK Bridgend
Sector Financial Services
Salary Circa 30k (Depending on experience)
Start Date
Advertiser Karen Cummins
Job Ref KC/22194
Job Views 96
To provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports.
Duties and responsibilities:
  • Receiving instructions from meeting notes/tasks from Financial Planners following client meetings.
  • Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
  • Contacting third parties and providers to gather detailed information.
  • Generating and accurately saving research undertaken in a structured and consistent format.
  • Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
  • Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports
  • Analyse and provide specific client portfolio reporting.
  • Carrying out all tasks in a manner consistent with compliance procedures.
  • Keep up to date with legislation and product changes by attending and maintaining continuous professional development.
  • Ability to work efficiently under own initiative with impeccable attention to detail;
  • Level 4 Diploma preferable
  • Previous experience in a Paraplanning/Advising role
  • Experience working on DB schemes would be advantageous.
  • Circa 30k (Depending on experience)
Contact: Karen Cummins
Reference: KC/22194
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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