Technical Advisor / Paraplanner

Cavendish Maine
From £30,000 to £37,500 per annum
09 Feb 2017
09 Mar 2017
Contract Type
Full Time
Job Title: Technical Advisor / Paraplanner

Location: Bristol

Salary: £30,000 - £37,500

Job Ref: LH/18116

An exciting opportunity has arisen for an experienced Technical Adviser/Paraplanner to join a highly respected and award winning financial services firm. Within this role you will be providing technical expertise to the Advisers and their clients. You will be working for a well known and respected firm who pride themselves on their professionalism and ethical approach to business.

Your duties will include

    Discussing client objectives during debrief and identify any shortfalls in client informationUndertaking research to identify suitable solutions to meet client needs and consider current and future allocation of assets for investment strategy with regard to client risk profile.Preparing draft recommendation reports to be discussed and signed off by the AdviserRequesting and obtaining application forms and other associated paperworkSubmit paperwork when advice taken up in accordance with Company proceduresUndertake annual reviews, where appropriateOn-going servicing of clients as and when required
You will hold the Diploma in Financial Planning and will have a thorough understanding of the advice process. You will have excellent attention to detail and analytical skills and have confidence to make suggestions and challenge decisions should that be in the clients best interest.

If your application is successful we will contact you to discuss the opportunity in more detail, within 72 hours of receiving your application.

Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.

Please be advised that if unsuccessful for this role we may keep your details in our hold file for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us on 01275 813000.

In the meantime, we would like to thank you for your interest in Cavendish Maine.