Average Administrator Paraplanner salary in the UK

A leading, reputable wealth manager currently requires an Experienced Level 4 Qualified Paraplanner, to join it’s vibrant and friendly team. An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice. An exceptional package is available alongside being able to work on a hybrid basis, 2 days at home. Paraplanner role: You will be providing paraplanning support for the advisers within the firm, helping them with giving the best financial advice to their clients. This includes preparing client suitability and annual review reports, ensuring they adhere to both FCA and firm guidelines. You will research products, fund, and investments, undertake tax calculations, and keep up to date with tax rule changes. Paraplanner Duties: To provide technical support to the Advisors and Directors in informing and advising on financial planning factors, and on utilising suitable plans and products. To organise the reports and illustrations in a timely and accurate manner, to ensure business can be processed efficiently. The day-to-day duties and responsibilities of a Paraplanner are as follows Providing high quality support to the advisor team, responding to advisor queries in a timely mannerInputting of CFR documentation onto salesforceResearch and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcomeProducing accurate IHT calculations and cash flow modelsPreparing and producing suitability letters, reports, and illustrationsEnsuring the end-to-end compliance process is followedEnsuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first timeEnsuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to dateEnsure that any business conducted is done in a responsible and compliant manner, meeting all legislative, FCA and company requirements, both internally and externallyProcessing new business to a high standard and in line with processesLiaising with the wider administration team to ensure business processing is completed to regulatory standardsDemonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practiceEnsuring all advice sets are logged appropriately on all relevant systemsAdvising the Paraplanning Lead of any challenges or delays in the completion of workOverseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriateManaging own learning and development, attending relevant training sessions where neededProvide cover for other team members upon request as per the business needTo uphold the standards of the client service charterKeep up to date with comms and regulatory changes (attending webinars etc..)Contribution at Paraplanning team meetings Paraplanner Package / What’s in it for you… Salary to c£45,000Hybrid WorkingExam SupportOpportunity to progress into AdviceAuto enrolment (Pension)Healthcare plan upon successful completion of probationary periodPrivate Medical Insurance cash plan which includes Dental/Opticians etc.25 days holidays excluding bank holidays. APPLY TODAY WITHOUT DELAY!

A leading, reputable wealth manager currently requires an Experienced Level 4 Qualified Paraplanner, to join it’s vibrant and friendly team. An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice. An exceptional package is available alongside being able to work on a hybrid basis, 2 days at home. Paraplanner role: You will be providing paraplanning support for the advisers within the firm, helping them with giving the best financial advice to their clients. This includes preparing client suitability and annual review reports, ensuring they adhere to both FCA and firm guidelines. You will research products, fund, and investments, undertake tax calculations, and keep up to date with tax rule changes. Paraplanner Duties: To provide technical support to the Advisors and Directors in informing and advising on financial planning factors, and on utilising suitable plans and products. To organise the reports and illustrations in a timely and accurate manner, to ensure business can be processed efficiently. The day-to-day duties and responsibilities of a Paraplanner are as follows Providing high quality support to the advisor team, responding to advisor queries in a timely mannerInputting of CFR documentation onto salesforceResearch and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcomeProducing accurate IHT calculations and cash flow modelsPreparing and producing suitability letters, reports, and illustrationsEnsuring the end-to-end compliance process is followedEnsuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first timeEnsuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to dateEnsure that any business conducted is done in a responsible and compliant manner, meeting all legislative, FCA and company requirements, both internally and externallyProcessing new business to a high standard and in line with processesLiaising with the wider administration team to ensure business processing is completed to regulatory standardsDemonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practiceEnsuring all advice sets are logged appropriately on all relevant systemsAdvising the Paraplanning Lead of any challenges or delays in the completion of workOverseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriateManaging own learning and development, attending relevant training sessions where neededProvide cover for other team members upon request as per the business needTo uphold the standards of the client service charterKeep up to date with comms and regulatory changes (attending webinars etc..)Contribution at Paraplanning team meetings Paraplanner Package / What’s in it for you… Salary to c£45,000Hybrid WorkingExam SupportOpportunity to progress into AdviceAuto enrolment (Pension)Healthcare plan upon successful completion of probationary periodPrivate Medical Insurance cash plan which includes Dental/Opticians etc.25 days holidays excluding bank holidays. APPLY TODAY WITHOUT DELAY!

Paraplanner, Northallerton Hybrid Up to £40,000 This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. The business The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. Benefits Salary up to £40k depending on experienceHybrid workingDeath in Service (4 x annual salary)Private Medical Insurance provided by Vitality.Group Income ProtectionEmployee Assistance ProgrammeMedicash (healthcare cash back plan)Pension 5% minimum (company will match up to 10%)Discretionary 10% annual bonus based on company performance.28 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year. If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.