Average Administrator Paraplanner salary in the UK

Paraplanner Hybrid Wirral Up to £45k 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. Salary up to £45k. 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 Wirral 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 £45kHybrid workingDeath in Service (4 x annual salary)Private Medical Insurance provided by Vitality.Group Income ProtectionEmployee Assistance ProgrammeMedicash (healthcare cash back plan)Pension above statutoryDiscretionary annual bonus based on company performance.28 days annual leave rising to 30 days after 2 years’ service 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.

Our client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan.THE ROLE: Providing technical, research and administrative supportProduction of compliant and detailed client suitability reports and presentationsDiscuss the client's needs and objectives with the relevant adviserUndertake research to identify suitable solutions to meet the client's needs and objectivesPrepare information for analysis by the adviserPrepare Cash-flow report where relevantHelp manage client relationship and taking/making calls in a polite and professional mannerPossible attendance at client meetingsKeeping full and compliant records on fileLiaising with advisers on a regular basis, to work on cases and provide updatesPrioritising workload in order to meet all deadlinesOccasionally taking on project work and assignmentsReview investment portfolio, asset allocation, risk profile etc PERSON: You must have an excellent understanding of the Financial Planning process and a knowledge of financial services worldYou should be able to plan and prioritise your own workload and work with minimum supervisionYou will have excellent report writing skills and have a high technical knowledgeDiploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner StatusExperience of Advisor OfficeExperience of cash-flow modelling and Wrap platformsStrong technical knowledge in the investment and pensions market For more information please contact Graeme Hyland on or email 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.

An exciting opportunity has arisen for a Paraplanner with 3 years’ experience to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform. What we are looking for: Previously worked as a Paraplanner, Financial administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.At least 3 years’ experience in a similar role supporting Independent Financial Advisers (IFAs).Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.Hold Para-Planning qualification.Strong IT and communication abilities. Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.