Average Chartered Paraplanner salary in the UK

Blakemore Recruitment is very excited to assist a thriving IFA based in London looking for its next Senior Paraplanner(Chartered)Are you ready to advance your professional status to bring you closer to a lucrative new position?This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. You will need to be Chartered qualified with Paraplanning experience.General Responsibilities:• Be a point of contact for any Adviser queries.• Delegate work requests appropriately within the team.• Ensure team member’s workloads are monitored regularly and that they receive adequate training and support.• Ensure Suitability Reports are updated with current legislation.• Authorise holiday requests for the team ensuring appropriate internal process is carried out and records maintained.• Offer support and guidance to the Administration team when required.• Assess client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.• Discuss cases with the adviser and pro-actively update the adviser throughout.• Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.• Prepare all relevant paperwork for client meetings.• Prepare and compile financial analysis.• Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.• Liaise with product providers and other relevant third parties.• Ensure that all client requirements are followed through to the appropriate conclusion.• Keep up to date with legislation.• Participate in online provider webinars for continued technical knowledge and ongoing CPD. • Ensure thorough knowledge of product research and analytical tools.• An understanding of FCA regulations and guidelines relating to financial services clients.Does this role sound as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation?Please apply for more information.

Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and their success, my client is currently looking for an Paraplanner to join their Gloucester team. You'll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection. What's on offer: Hybrid working, 1-2 days in office (Gloucester)Salary £45,000 (depending on experience)Attractive annual bonusGenerous annual leave / holiday trading (buy/sell)Life insurance - 4x base salaryPrivate medical insurance - individual and family cover!Dental coverGroup Income Protection - 35% of salaryDIS What we're looking for: Diploma qualified (Level 4) or working towards Chartered statusSolid paraplanning experience, with strong technical knowledgeExcellent report writing and research skillsProactive, detail-oriented, and confident working closely with advisers and clients This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service. If you're ready to take the next step in your paraplanning career, apply today via 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.

We are delighted to be partnering with one of the UK’s most respected Financial Planning and Asset Management organisations to recruit an experienced, Level 4 qualified Paraplanner. With multiple industry awards and offices nationwide, this firm is widely recognised for excellence, innovation, and an exceptional employee culture.A true market leader, our client specialises in delivering high-quality financial solutions to HNW and UHNW clients across the UK.Why Join?This organisation is consistently rated as one of the best employers in the industry and offers an outstanding environment for growth and development, including:First-class training and professional developmentFull support for further industry qualificationsHybrid working optionsComprehensive benefits packageGenerous bonus structureExcellent staff retention and internal progressionYou’ll be joining a talented, high-performing team of like-minded professionals in a firm known for promoting from within and supporting long-term career advancement.About YouWe are seeking an experienced Paraplanner who:Has 3+ years’ experience within a Financial Planning or Wealth Management environmentHolds the Level 4 Diploma as a minimumHas strong technical knowledge across pensions, investments, and protectionIs proactive, detail-oriented, and confident engaging with advisers and clientsAdditional exams or Chartered status would be a strong advantagePackage & BenefitsBasic salary up to £48,000 (flexible for outstanding candidates)Strong performance bonuses25 days annual leave + bank holidays8% pension contributionPrivate medical insuranceCritical illness coverDental coverWide range of additional benefits and perksThis is an exceptional opportunity to join a market-leading organisation and build a rewarding, long-term career within a firm that genuinely values and invests in its people.