Cavendish Maine

The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their click apply for full job details

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: 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 company are able to consider hybrid working (min 3 days in office), although office-based would be preferred. The Candidate Previous experience as a Paraplanner (ideally Diploma qualified) Broad knowledge of the financial services industry and financial planning process. Excellent attention to detail. The Package Salary up to £45k DOE 21 days holiday + Christmas shut down 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/97502 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. JBRP1_UKTJ

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendatio click apply for full job details

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Bristol office on an employed basis to service an existing client bank. Role and Responsibilities Build sustainable relationships with clients Complete annual reviews within required timescales Identify an click apply for full job details

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Bristol office on an employed basis to service an existing client bank. Role and Responsibilities Build sustainable relationships with clients Complete annual reviews within required timescales Identify and assess clients needs Write new business from carrying out annual reviews with existing clients Obtain and record the required meet regulatory KYC and suitability requirements. Handle client complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Keep records of customer interactions, process client accounts and file documents This role is desk-based with meetings conducted via phone and Teams. They have a flexible hybrid working model which allows you to split your time between home and office. The Individual The successful candidate will be: A Diploma qualified Advisor Hold or previously held CAS status Strong technical knowledge across all aspects of Financial Planning Ideally have a desire to obtain Chartered status. The Package Salary circa £40k (depending on experience) 60k OTE Extensive Company Benefits Contact: Karen Cummins Reference: KC/98131 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. JBRP1_UKTJ

Are you an Area Sales Manager or Key Account Manager looking for the next step? Currently in health & beauty or food & drink? Then we would like to talk! Due to continued growth, our client is expanding their commercial team and are looking for a Junior National Account Manager to manage and develop relationships within major Grocery Multiples and National Discounters click apply for full job details

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendatio click apply for full job details

Are you ready to step up into a client-facing role, inherit a loyal and well-maintained client book, and work with some of the most respected people in the broking profession? This is an exciting opportunity for a commercial insurance professional either someone who has experience as an Account Executive, or perhaps an experienced Account Handler ready for that first Account Executive role to take click apply for full job details

Are you a strategic leader with the vision to drive growth in the Away From Home disposables/GNFR sector? Do you thrive on shaping strategy, building high-performing teams, developing on existing business and actively opening new market opportunities? If so, this could be your next big move click apply for full job details

Job Description: Recruiting for an Area Sales Manager for a well established and growing KBB manufacturer. Looking for someone to manage an established area in the selling into kitchen showrooms, merchant and DIY retail customers. You will manage the patch ( Leicestershire, Derbyshire, Nottinghamshire, South Yorkshire ) arranging face to face calls and prospect for new business click apply for full job details

Job Description: Recruiting for an Area Sales Manager for a well established and growing KBB manufacturer. Looking for someone to manage an established area in the selling into kitchen showrooms, merchant and DIY retail customers. You will manage the patch (West Yorks, South Yorks, North Yorks, County Durham, Tyne & Wear, Notts, Lincolnshire) arranging face to face calls and prospect for new business click apply for full job details

Are you ready to step up into a client-facing role, inherit a loyal and well-maintained client book, and work with some of the most respected people in the broking profession? This is an exciting opportunity for a commercial insurance professional perhaps an experienced Account Handler ready for that first Account Executive role to take ownership of a significant book of long-standing clients click apply for full job details

Job Description: The role will see you identify and engage with potential prospects via multiple methods to establish their insurance needs and arrange appointments for the Account Executives. This is a telephone-based sales role which can be carried out on a hybrid basis- 3 days in office and 2 days at home click apply for full job details

A leading specialist insurance broker is seeking an experienced Professional Indemnity Client Executive to join their team, focusing on clients in the construction, architecture, and engineering sectors. This is a fantastic opportunity to work with industry-leading professionals, providing tailored risk solutions and expert advice in a dynamic and client-focused environment click apply for full job details

About the Company: A highly regarded independent insurance business are currently looking to add a Senior Professional Indemnity Broker to join their growing team. This role will involve looking after the larger and more complex professional indemnity risks and will provide a platform for career advancement for those that want it click apply for full job details

A fantastic opportunity has arisen to join a highly regarded, Bristol-based commercial insurance broker in a hybrid Delegated Authority Account Handler / Underwriter role. This role suits either an experienced cross-class Commercial Underwriter or Account Handler with property experience whos ready to take the next step in their career in a supportive, progressive environment click apply for full job details