Paraplanning Expert

We 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 in providing first-class paraplanning services, with a strong technical knowledge of financial planning products, including investments, pensions, and protection.

Key Responsibilities:

• Conduct thorough and accurate research on financial planning products and services.
• Perform complex calculations and cash-flow modelling to support client recommendations.
• Prepare client-centric suitability reports and documentation in compliance with company processes.
• Draft and coordinate technical documents for client presentations.
• Proactively identify potential areas for future advice and collaborate with Wealth Planners.

What We're Looking For:

The ideal candidate will possess excellent customer service and interpersonal communication skills, with a keen attention to detail and numerical skills. Proficiency in Microsoft Office is essential, with experience with XPlan and cash-flow planning software being a plus.

Salary: £52,000 - £62,000 per annum, plus bonus and benefits.