Senior Paraplanning Expert
16 hours ago
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.
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