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For Companies At a Glance
- Tasks: Conduct research, prepare reports, and support financial planners with client-focused solutions.
- Company: Join a forward-thinking Wealth Planning team making a real impact.
- Benefits: Very good salary, bonuses, and ongoing study support for professional growth.
- Other info: Opportunity to mentor junior staff and contribute to process improvements.
- Why this job: Make a difference in clients' lives while developing your skills in a collaborative environment.
- Qualifications: Experience in paraplanning and strong analytical skills required.
The predicted salary is between 36000 - 60000 £ per year.
Join a forward-thinking Wealth Planning team where your expertise, precision, and client focus will make a real impact. We’re looking for an experienced Senior Paraplanner to provide high-quality technical and research support to Wealth Planners, helping deliver holistic financial advice and outstanding outcomes for clients.
The opportunity
As a Senior Paraplanner, you’ll apply strong technical knowledge across pensions, investments, protection, and tax planning to prepare detailed research, cashflow models, and suitability reports. You’ll play an active part in complex client cases while supporting planners with efficient, compliant, and client-centric advice solutions. Alongside your core responsibilities, you’ll have the chance to mentor junior paraplanners, share best practices, and contribute to continuous improvements in processes and documentation. This is the perfect role for someone who enjoys both technical depth and collaborative teamwork.
What you’ll be doing
- Conduct in-depth research and analysis across a range of financial planning solutions.
- Prepare clear, accurate, and compliant suitability reports and client documents.
- Complete detailed calculations and cashflow models to support recommendations.
- Identify future planning opportunities to help clients achieve their goals.
- Support, coach, and guide less experienced paraplanners.
- Contribute to process improvements and help shape best practice across the team.
- Maintain up-to-date technical knowledge and ensure adherence to FCA regulations.
About you
- Proven experience providing a first-class paraplanning service within a financial planning or wealth management environment.
- In-depth understanding of pensions, investments, and protection, including complex planning areas.
- RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) – studying towards Chartered status is desirable.
- Strong analytical, written, and numerical skills with exceptional attention to detail.
- Confident communicator with excellent collaboration skills.
- Proficient in Microsoft Office; experience with XPlan and cashflow modelling tools beneficial.
What’s on offer
A collaborative, supportive team culture focused on continual learning and professional growth. Ongoing study support and CPD to progress toward Chartered Financial Planner status. The opportunity to contribute to meaningful client outcomes and shape the future of the paraplanning function.
If you’re a motivated paraplanner who takes pride in technical excellence, teamwork, and delivering high-quality client outcomes, we’d love to hear from you.
Paraplanner in England employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Network Like a Pro
Get out there and connect with people in the wealth planning industry! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience in pensions, investments, and protection. We want to see how you can bring value to their team, so share specific examples of your past successes!
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and be ready to discuss how you can contribute to their goals. We recommend practising common interview questions related to paraplanning to boost your confidence.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. We’re excited to see your application and hopefully welcome you to our team!
We think you need these skills to ace Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical knowledge in pensions, investments, and protection, as well as any mentoring experience you have.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our Wealth Planning team. Share specific examples of how you've delivered high-quality paraplanning services and contributed to client outcomes.
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, consider including a brief example of a complex case you've worked on. This will demonstrate your capability in conducting in-depth research and preparing detailed reports.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our forward-thinking team.
How to prepare for a job interview at Cameron Kennedy
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax planning. Be ready to discuss specific cases where you've applied this knowledge, as it shows you're not just book-smart but also practical.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical abilities by discussing how you've conducted research and analysis in previous roles. Bring examples of cashflow models or suitability reports you've prepared, as this will highlight your attention to detail and compliance.
✨Be a Team Player
Since the role involves mentoring junior paraplanners and contributing to team improvements, be ready to talk about your collaborative experiences. Share instances where you've supported colleagues or contributed to process enhancements, showing that you value teamwork.
✨Stay Updated
Familiarise yourself with the latest FCA regulations and any recent changes in financial planning. Being able to discuss current trends or regulatory updates during your interview will demonstrate your commitment to continuous learning and professional growth.