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For Companies At a Glance
- Tasks: Conduct research and prepare reports to support Wealth Planners in delivering financial advice.
- Company: Join a leading Wealth Manager dedicated to empowering clients with exceptional financial planning services.
- Benefits: Enjoy a competitive salary, bonuses, and benefits in a collaborative work environment.
- Why this job: Make a meaningful impact on clients' lives while working in a culture of integrity and innovation.
- Qualifications: Experience in financial planning and strong analytical skills are essential for this role.
- Other info: This position offers opportunities for professional growth and development within the company.
The predicted salary is between 40000 - 50000 £ per year.
Job Title: Senior Paraplanner
Location: Surrey
Salary : £40 – 50k + Bonus + Bens
A leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our clients\’ lives!
Role Overview
We are looking for an experienced **Senior Paraplanner** to support our Wealth Planners by conducting high-quality research across a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management. In this role, you will play a vital part in delivering holistic advice that leads to positive client outcomes.
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.
- Serve as a reference point for team queries, providing guidance and support to junior team members.
- Assist in training new team members and foster a collaborative team environment.
What We’re Looking For
Qualifications
- Extensive experience in providing first-class paraplanning services.
- Proficiency in all financial planning practices, including investments, pensions, and protection.
- RQF Level 4 Diploma in Regulated Financial Planning
- Studying towards an Advanced Diploma in Financial Planning
Skills
- Excellent customer service and interpersonal communication skills.
- Strong technical knowledge of financial planning products.
- Exceptional numerical skills with keen attention to detail.
- Proficiency in Microsoft Office; experience with XPlan and cash-flow planning software is a plus.
Values
**Approachable:** Foster friendly dialogue with clients and colleagues.
**Accountable:** Take responsibility for your role and deliver results.
** Aligned:** Work collaboratively to enhance client experiences.
**Ambitious:** Embrace change and strive for continuous improvement.
Senior Paraplanner employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Familiarize yourself with the latest financial planning products and services. Stay updated on industry trends and regulations, as this knowledge will help you stand out during discussions with our Wealth Planners.
✨Tip Number 2
Practice your research and analytical skills by working on case studies or hypothetical scenarios. This will prepare you for the thorough research required in the Senior Paraplanner role and demonstrate your proactive approach.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others and gain insights that could be beneficial in your role.
✨Tip Number 4
Showcase your ability to collaborate effectively. Highlight any past experiences where you worked closely with financial planners or advisors, as teamwork is crucial in delivering holistic advice to clients.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, research, and client management. Use specific examples that demonstrate your skills in conducting thorough research and preparing suitability reports.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company’s values. Emphasize your commitment to delivering exceptional financial planning services and how your experience aligns with their needs.
Showcase Technical Skills: In your application, mention any specific tools or software you are proficient in that relate to cash-flow modeling and financial analysis. This will show your technical capability to perform the required tasks.
Highlight Collaborative Experience: Since the role involves working closely with Wealth Planners, include examples of past teamwork and collaboration in your application. This will demonstrate your ability to work effectively in a team-oriented environment.
How to prepare for a job interview at Cameron Kennedy
✨Showcase Your Research Skills
Be prepared to discuss your experience with conducting thorough research on financial planning products. Highlight specific examples where your research led to successful client outcomes.
✨Demonstrate Technical Proficiency
Since the role involves complex calculations and cash-flow modeling, be ready to explain your approach to these tasks. Consider bringing examples of past work or discussing tools you are proficient in.
✨Prepare Client-Centric Documentation
Understand the importance of suitability reports and documentation. Be ready to talk about how you ensure compliance while keeping the client's needs at the forefront of your work.
✨Collaborative Mindset
This position requires working closely with Wealth Planners. Share experiences that demonstrate your ability to collaborate effectively and proactively identify areas for future advice.
