Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners and attend client meetings while producing accurate follow-up work.
- Company: Established Chartered Financial Planner with over 30 years of experience.
- Benefits: Competitive salary, pension scheme, medical insurance, and income protection.
- Why this job: Join a vibrant team in a newly renovated office and make a real impact.
- Qualifications: Must be qualified, ideally Chartered or working towards it.
- Other info: Flexible working environment with great local amenities and transport links.
The predicted salary is between 50000 - 60000 £ per year.
Our client is a fully independent Chartered Financial Planner who has been established for over 30 years. You will be working in a newly renovated historic building making your working environment a pleasure to be in. Due to ongoing success, they require a client-facing Senior Paraplanner to join the team and provide day-to-day support to the Financial Planners.
The Paraplanners will attend some client meetings, research and produce technically accurate and well-written follow-up work. The pay range is approximately £50,000 - £60,000, dependent on qualifications and experience. The full range of benefits you would expect from a quality financial planning firm includes membership of the pension scheme, medical insurance, death in service and income protection.
Position Summary: Supporting the Financial Planner to deliver client service commitment by following the client engagement and ongoing service processes. Further details of key duties, responsibilities and personal specification can be provided upon request.
The Location: East Sussex. The new office has been developed with flexible and healthy working in mind, and employees are encouraged to move around the building to enjoy different types of working environments, depending upon the tasks they are undertaking. There is on-street parking less than 10 minutes away and the local train station, which provides direct links to Brighton, Eastbourne and Haywards Heath, is just a 5-minute walk. There is an abundance of independent and well-known shops and cafes within walking distance, making it easy to enjoy the vibrancy of this lovely county town.
You must be qualified, ideally Chartered or working towards. The role is predominantly office-based.
Please apply online or contact Cameron James.
Senior Paraplanner employer: Cameron James
Contact Detail:
Cameron James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’ve been around for over 30 years. Show them you’re not just another candidate but someone who genuinely cares about their mission and client service.
✨Tip Number 3
Practice your client-facing skills. Since this role involves attending client meetings, brush up on your communication techniques. Role-play with a friend or mentor to get comfortable discussing financial plans and addressing client concerns.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your relevant experience and qualifications, especially if you're Chartered or working towards it. We want to see how you can support our Financial Planners!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your skills align with our client’s needs. Keep it professional but let your personality come through.
Showcase Your Client-Facing Skills: Since this role involves attending client meetings, make sure to emphasise your client-facing experience. We love to see examples of how you've successfully engaged with clients in the past!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Cameron James
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around paraplanning. Understand the key responsibilities of the role and be ready to discuss how your experience aligns with supporting Financial Planners.
✨Showcase Your Communication Skills
As a Senior Paraplanner, you'll be client-facing, so it's crucial to demonstrate your ability to communicate complex information clearly. Prepare examples of how you've effectively communicated with clients or colleagues in the past.
✨Research the Company
Familiarise yourself with the firm’s history, values, and services. Knowing about their independent status and commitment to quality will help you tailor your answers and show genuine interest in joining their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your enthusiasm for the role and helps you gauge if the company culture and working environment are a good fit for you.