Wealth Manager Support Professional

1 day ago


Surrey, United Kingdom Cameron Kennedy Full time
Career Opportunity

Cameron Kennedy is a leading Wealth Manager seeking an experienced Senior Paraplanner to join our team. In this role, you will have the opportunity to work with a collaborative team, develop your skills and expertise, and contribute to the delivery of exceptional client experiences.

Key Responsibilities:

  • Conduct in-depth research on financial planning products and services.
  • Develop and maintain knowledge of investment management and tax planning.
  • Support Wealth Planners in preparing client suitability reports and documentation.
  • Collaborate with cross-functional teams to deliver exceptional client experiences.

Requirements:

  • Minimum 3 years' experience in paraplanning or a related field.
  • Strong technical knowledge of financial planning practices.
  • Excellent communication and interpersonal skills.

What We Offer:

A competitive salary of £45,000 per annum, plus bonus and benefits. Located in Surrey, this role offers an excellent opportunity to work with a leading Wealth Manager and contribute to the delivery of exceptional client experiences.



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