Senior Paraplanner

3 weeks ago

Surrey, United Kingdom Cameron Kennedy Full time €40,000 - €50,000

Job Title: Senior Paraplanner

Location: Surrey

Salary : £40 – 50k + Bonus + Bens

A leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our clients' lives

Role Overview

We are looking for an experienced **Senior Paraplanner** to support our Wealth Planners by conducting high-quality research across a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management. In this role, you will play a vital part in delivering holistic advice that leads to positive client outcomes.

Key Responsibilities

  • Conduct thorough and accurate research on financial planning products and services.
  • Perform complex calculations and cash-flow modelling to support client recommendations.
  • Prepare client-centric suitability reports and documentation in compliance with company processes.
  • Draft and coordinate technical documents for client presentations.
  • Proactively identify potential areas for future advice and collaborate with Wealth Planners.
  • Serve as a reference point for team queries, providing guidance and support to junior team members.
  • Assist in training new team members and foster a collaborative team environment.

What We’re Looking For

Qualifications

  • Extensive experience in providing first-class paraplanning services.
  • Proficiency in all financial planning practices, including investments, pensions, and protection.
  • RQF Level 4 Diploma in Regulated Financial Planning
  • Studying towards an Advanced Diploma in Financial Planning

Skills

  • Excellent customer service and interpersonal communication skills.
  • Strong technical knowledge of financial planning products.
  • Exceptional numerical skills with keen attention to detail.
  • Proficiency in Microsoft Office; experience with XPlan and cash-flow planning software is a plus.

Values

**Approachable:** Foster friendly dialogue with clients and colleagues.

**Accountable:** Take responsibility for your role and deliver results.

** Aligned:** Work collaboratively to enhance client experiences.

**Ambitious:** Embrace change and strive for continuous improvement.

  • Senior Paraplanner

    4 weeks ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

  • Senior Paraplanner

    3 weeks ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Job Description Job Title: Senior Paraplanner Location: Surrey Salary : £40 – 50k + Bonus + Bens A leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a...

  • Senior Paraplanner

    4 weeks ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

  • Senior Paraplanner

    4 weeks ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

  • Senior Paraplanner

    3 weeks ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

  • Pension Paraplanner

    3 weeks ago

    Surrey, United Kingdom Cameron Kennedy Full time €40,000 - €50,000

    Job Title: Senior Paraplanner Location: Surrey Salary : £40 – 50k + Bonus + Bens A leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact...

  • Senior Paraplanner

    4 weeks ago

    Surrey, UK, South East England, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

  • Paraplanning Team Lead

    4 weeks ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    About the Role:We are seeking a highly experienced Paraplanning Team Lead to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for managing a team of paraplanners and providing high-level support to our clients in the Private Banking sector.Key Responsibilities:Manage a team of paraplanners to ensure high-quality...

  • Senior Financial Planning Specialist

    2 days ago

    Surrey, United Kingdom Cameron Kennedy Full time £40,000 - £50,000

    About the RoleCameron Kennedy is seeking an experienced Senior Paraplanner to support our Wealth Planners by conducting high-quality research across a wide range of financial planning products and services.Key ResponsibilitiesWe are looking for a professional who will perform complex calculations and cash-flow modelling to support client recommendations,...

  • Senior Paraplanning Manager

    2 weeks ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    About the Role: Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our client, a leading Private Banking organisation.Key Responsibilities: The ideal candidate will have a background as a high-level paraplanner within the Financial Services industry, with experience managing a Sales Support or Paraplanning team.Requirements:...