Senior Paraplanning Consultant

3 weeks ago


Surrey, United Kingdom Cameron Kennedy Full time
About the Role

This 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 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 2 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 £42,500 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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