Senior Paraplanning Expert

16 hours ago


Surrey, United Kingdom Cameron Kennedy Full time
Key Responsibilities

As a Senior Paraplanner, you will be responsible for conducting research on financial planning products and services, preparing client-centric documentation, and drafting technical documents for client presentations.


Qualifications and Skills
  • Extensive experience in paraplanning, with a proven track record of delivering high-quality results.
  • Proficiency in Microsoft Office, with experience in XPlan and cash-flow planning software a plus.
  • Exceptional numerical skills, with a keen attention to detail and ability to work accurately under pressure.

About the Company

Cameron Kennedy is a leading Wealth Manager committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation, making us an attractive employer for ambitious professionals like yourself.


Benefits and Salary

The salary for this position is £45,000 - £55,000 per annum, depending on experience, plus benefits. Our competitive salary package reflects our commitment to attracting and retaining top talent in the industry.


  • Paraplanning Expert

    1 week ago


    Surrey, United Kingdom Cameron Kennedy Full time

    About the PositionWe are looking for a Paraplanning Expert to join our team at Cameron Kennedy in Surrey. As a Senior Paraplanner, you will be responsible for conducting high-quality research and analysis to support our Wealth Planners in providing exceptional financial planning services.Job Description:The successful candidate will have extensive experience...


  • Surrey, United Kingdom Cameron Kennedy Full time

    About the RoleThis is an exciting opportunity for an experienced Senior Paraplanner to join Cameron Kennedy's Wealth Management team. As a key member of our team, you will play a vital role in supporting our Wealth Planners and delivering high-quality research to drive client outcomes.Responsibilities:Conduct thorough research on financial planning products...


  • Surrey, United Kingdom Cameron Kennedy Full time

    We are seeking a highly skilled Senior Wealth Planner to join our team of experienced professionals at Cameron Kennedy. The successful candidate will have extensive experience in providing high-quality paraplanning services, with a proven track record of delivering exceptional client outcomes.About the RoleThe Paraplanning Expert will play a vital role in...

  • Paraplanning Expert

    5 days ago


    Surrey, United Kingdom Cameron Kennedy Full time

    Cameron Kennedy is seeking a Financial Planning Specialist to join our team of experienced professionals. As a key member of our financial planning team, you will play a vital role in delivering exceptional client experiences by conducting thorough research and providing expert advice on a wide range of financial products and services.About the CompanyWe...


  • Surrey, United Kingdom Cameron Kennedy Full time

    Role OverviewWe are 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.Main ResponsibilitiesConduct thorough and accurate research on financial planning products and services to support client recommendations.Prepare client-centric...


  • Surrey, United Kingdom Cameron Kennedy Full time

    Job OverviewCameron Kennedy is seeking a highly skilled Wealth Planning Specialist to join its team of experienced Wealth Planners. As a key member of the financial planning team, you will play a vital role in delivering exceptional client outcomes by conducting thorough research and providing expert advice on a wide range of financial products and...


  • 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,...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    Key ResponsibilitiesAs a Paraplanner with Nigel James Associates Ltd, you will work closely with Financial Planners to deliver outstanding client support. Key responsibilities include:Assisting with client research and report writingAttending meetings and liaising with clients directlyBuiding strong relationships with Financial Planners and clientsTo succeed...

  • Senior Paraplanner

    2 months 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...

  • Senior Paraplanner

    2 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...

  • Senior Paraplanner

    2 weeks ago


    Surrey, United Kingdom Cameron Kennedy Full time

    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...

  • Senior Paraplanner

    2 months 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

    2 months 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

    2 months 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

    2 months 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

    2 months 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...


  • Surrey, United Kingdom Cameron Kennedy Full time

    Career OpportunityCameron 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...

  • Strategic HR Expert

    11 hours ago


    Surrey, United Kingdom Alchemy Global Talent Solutions Full time

    We are seeking a skilled Strategic HR Expert to collaborate closely with our Regional HR Manager in a strategic, advisory, and hands-on capacity. This pivotal role focuses on managing complex employee relations cases, addressing grievance issues, and driving broader HR initiatives.The ideal candidate will possess extensive experience in employee relations...


  • Surrey, United Kingdom Ackerman Pierce Ltd Full time

    Job Description: We are seeking an experienced Senior Social Worker to join our team as an Expert Social Work Practitioner in MASH. This role will involve providing expert guidance, conducting assessments, and collaborating with partner agencies to ensure effective service delivery.Key Responsibilities:Work collaboratively with a team of Senior Practitioners...


  • Surrey, United Kingdom Cameron Kennedy Full time

    Job OverviewWe are seeking an experienced Senior Paraplanner to join our Wealth Management team at Cameron Kennedy. This role involves conducting thorough research and providing high-quality support to our Wealth Planners, enabling them to deliver exceptional client outcomes.Key Responsibilities:Conduct accurate research on financial planning products and...