Average Administrator Paraplanner salary in the UK

Paraplanner Ref: BCR/JP/31848a Salary: £30,000 - £40,000 (Dependent on Experience) Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team. Paraplanner responsibilities: Prepare compliant suitability reports across pensions, investments, protection, and tax.Conduct research and analysis to support quality financial advice.Collaborate with advisers and clients to build strong relationships.Manage a varied caseload with accuracy and efficiency.Maintain high technical and compliance standards under tight deadlines. The ideal candidate will have: At least 2 years' paraplanning experience in a financial planning environment.Solid technical knowledge of pensions, investments, and tax planning.Confident using case management and planning systems.Excellent communication and attention to detail.Strong ability to manage multiple tasks and deadlines. If you are an experienced Paraplanner, looking for a new challenge, get in touch now! Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

We are working with a highly regarded boutique Chartered Financial Planning practice on the outskirts of Reading. This is a fantastic opportunity to join a well-established local firm that has built an excellent reputation across the region for high-quality, ethical advice and exceptional client care.The OpportunityYou will join a friendly, collaborative team, working closely with a group of very successful Financial Planners. The business has a strong paraplanning and administrative structure in place, meaning you will be fully supported by experienced IFA Administrators while working alongside other skilled Paraplanners.This role offers true depth and variety in paraplanning, ideal for someone who enjoys getting involved in detailed casework and contributing to high-quality financial planning outcomes for clients.Key ResponsibilitiesPrepare high-quality, compliant suitability reports across a range of advice areas, including pensions, investments, IHT, and retirement planningAnalyse client information, undertake technical research and prepare appropriate recommendationsWork closely with Financial Planners to support them through the full advice processMaintain accurate records and ensure all advice meets FCA and internal compliance standardsContribute to the development of internal processes and client service improvementsSupport the wider team and collaborate with colleagues to ensure seamless client serviceAbout YouStrong paraplanning experience within a financial planning or wealth management environmentDiploma qualified (DipPFS) preferred, or working towards – however, experienced paraplanners without the diploma will also be consideredIdeally on the pathway towards Chartered status or keen to progressStrong technical knowledge, excellent attention to detail, and the ability to work effectively within a small teamA proactive, positive attitude and genuine passion for quality financial planningWhat’s on offerBasic salary up to £55,000 (dependent on experience)Annual bonus and benefits packageComprehensive on-the-job training, mentoring and study supportHybrid working Clear and flexible progression pathways – whether towards Paraplanning Team Leader/Management or moving into an Advisory role in the futureA supportive, friendly culture where your contribution genuinely mattersThis is an excellent opportunity for an ambitious Paraplanner who wants to be part of a well-established firm that values its people and encourages long-term career development.

The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader, and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the Wealth Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriateUtilising all technology to produce accurate solutions for clientsCarrying out relevant financial calculations on behalf of the advisers, including CGT and AAWorking with the adviser to gather sufficient client information, including delegating appropriate information gathering tasks to Client Administration TeamUnderstand and apply all of the company's research systems Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.