Wealth Manager Support Professional
1 day ago
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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