Paraplanner

The Company:

• This well-regarded financial advisory firm deliver holistic and tailored financial planning solutions to their range of clients and are currently looking to recruit an experienced Paraplanner to support their growing team of Advisors.
• They are looking for someone who can work autonomously and in return offer a flexible hybrid working arrangement to suit you – whether that’s 1 day in the office or 5.

The Role:

• Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of product types. Review fact-finds, risk profiling, and client objectives to ensure report is accurate.
• Annual Reviews: Support Financial Planners in the preparation of client annual reviews, including gathering data, conducting valuations, reviewing client objectives, and preparing Annual Suitability Assessments in line with FCA requirements.
• Technical Research: Conduct comprehensive research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions.
• Provider Liaison: Communicate with product providers to obtain detailed client and product information, illustrations, and policy documentation.
• Support: Support Advisers with client meeting preparation and follow-ups

The Candidate:

• Previous experience as a Paraplanner within a UK financial planning firm
• Broad knowledge of the financial services industry, including pensions (DC & DB), ISAs, GIAs, bonds, trusts, and protection products.
• Excellent report-writing skills with strong attention to detail.
• Proficiency in financial planning software and platforms (e.g. Intelligent Office, Fintegrate or FE Analytics, Voyant).

The Package:

• Salary up to £42,000 DOE
• 25 days holiday + BH (rising with service)
• 5% pension
• 4 x DIS
• Private Healthcare

Contact: Karen Cummins

Reference: KC/95781

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.