Average Chartered Paraplanner salary in the UK

Our client, an acclaimed Financial Services firm with multiple awards, is seeking an experienced Chartered career Paraplanner to join their team and participate in their Proposition Governance Forum. Founded in 2014, the firm aims to be the most recommended name in financial services, providing exceptional client service from start to finish. Within five years, they have received over 10 peer-recognized awards. In this role, you will leverage your Chartered (CII) Paraplanning experience at a dynamic, award-winning, multi-disciplinary financial planning practice. Located in The City of London, you will report directly to the Paraplanning Manager and collaborate closely with Advisers and clients. To excel in this position, you must have exceptional attention to detail, the ability to multitask, and the capacity to work under strict deadlines. You will need to build strong relationships with Advisers, their clients, and your colleagues, providing centralized support, timely and accurate recommendations, and regular client review assessments. Requirements: Chartered Status via the CIIProficiency in Adobe, Word, Excel, and Outlook, along with other system-specific knowledge to create necessary documentation, templates, and reports according to brand guidelinesQuick adaptability to CRM software (Enable) and the ability to maximize its potential As compensation for this role, you will receive: A salary of up to £60,000Hybrid working, 3 days in the officeHolidays: 25 days running from Jan to DecBonus: up to 10% of salary paid annually Benefits: Group Death in Service -4x insured earningsIncome protection - 75% of insured earningsGroup Auto Enrolment pension: 3% Employer / 5% Employee matched up to an additional 3%£500 per annum professional development budget£250 per annum personal development budgetPerkbox This is a fantastic opportunity to leverage your skills at a highly respected and busy firm. If you are interested, please apply as soon as possible.

Paraplanner, Edgbaston Hybrid - 2 days at home after probation Up to £45,000, potentially higher This Paraplanner role is best suited to a Level 4 Diploma qualified paraplanner, who wants to be part of a close-knit team. In addition to a good salary, the business will provide exam support all the way to Chartered, and over time are happy to develop you into a financial adviser. The business This business is a successful chartered firm that has a handful of advisers and an existing support team including an apprentice, administrator, paraplanner, compliance and management. Due to business success, they need a paraplanner, who would really benefit from being part of a close-knit team that cares about its people, providing things such as free lunches and on-site parking. The 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. In addition, you will support a newly experienced paraplanner. The benefits Up to £45,000, potentially higher dependent upon experienceCompany pension25 days holiday, in addition to a Christmas closure (usually 3 days) and bank holidaysFlexible working around 9AM-5PM working hoursLargely office based, with the ability to work at homeDiscretionary bonusExam support up to Chartered Next steps If this role sounds of interest to you, then just click apply and we will be in contact with you as quickly as we can. From there we will look to set up a conversation with the business, who typically have a two-stage interview process, these ideally would be face to face, but can be via teams and they are accommodating with times during the week.

Mbf are working with the Financial Planning arm of an award-winning Chartered Accountancy practice to recruit an experienced & qualified Paraplanner. Our client has offices the country, they have a particularly strong presence in the South West of England. Due to continued growth & expansion, they are now looking to recruit an additional Paraplanner to join their financial planning team. As a Paraplanner, you will be an integral part of the financial planning team, collaborating closely with Financial Planners and supporting them in delivering high-quality advice and solutions to clients. This role combines technical expertise with client-facing support, making it ideal for a Paraplanner who is both analytical and client-focused. Key Responsibilities: Prepare detailed research and technical analysis for Financial Planners to support comprehensive client advice.Develop and maintain financial planning reports, ensuring compliance with regulatory standards.Liaise with clients directly to gather information, answer queries, and provide support throughout the advice process.Manage and maintain accurate records for client reviews and ensure all documentation meets internal and external compliance standards.Collaborate with the team to streamline processes and deliver excellent client service. What We’re Looking For: Qualified Paraplanner: Diploma in Financial Planning (or working towards it) with proven experience in a Paraplanning role.Technical Skills: Strong understanding of financial planning, tax-efficient investments, pensions, and wealth management strategies.Detail-Oriented: Accurate and thorough in producing client reports and technical documentation.Client-Focused: Skilled in building relationships and ensuring positive client experiences.Team Player: Adaptable and proactive, with the ability to work collaboratively within a high-performing team. What’s on Offer: Career Growth: Opportunity for professional development and career progression within a leading organisation.Hybrid Working: Flexible work options, including a combination of office and remote working.Competitive Package: Basic salary to £45,000 + discretionary bonus, pension, life assurance, death in service and much more. This is a unique opportunity to advance your career within a respected accountancy & financial planning organisation with a strong national presence and regional roots.