Senior Paraplanning Specialist

1 week ago


Woking, Surrey, United Kingdom Cameron Kennedy Full time

We are looking for a highly skilled Senior Paraplanner to join our team at Cameron Kennedy. As a leading Wealth Manager, we are dedicated to providing exceptional financial planning services that empower our clients to achieve their goals.

About the Role:

This role involves supporting our Wealth Planners by conducting thorough research across various financial planning products and services. The ideal candidate will have extensive experience in paraplanning, proficiency in financial planning practices, and relevant qualifications such as the RQF Level 4 Diploma in Regulated Financial Planning.

Responsibilities:
  • Conduct research on financial planning products and services.
  • Perform complex calculations and cash-flow modelling.
  • Prepare suitability reports and documentation.
  • Draft technical documents for client presentations.
  • Identify areas for future advice and collaborate with Wealth Planners.

The estimated salary range for this position is £40,000 - £50,000 + bonus and benefits package. We offer a collaborative team environment, opportunities for growth and development, and a chance to make a meaningful impact on clients' lives.



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