Average Chartered Paraplanner salary in City of London

Role: Chartered Senior Paraplanner (Client Facing)Location: The City, LondonSalary: £60,000 - £65,000A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Chartered Senior Paraplanner to directly support one Financial Adviser.You will join a team that has been awarded Best Financial Adviser to Work for award for multiple years. This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth. Please note: To be considered for this role you must be Chartered via the CII and have at least 3 years of relevant experience in a similar role.You will have the opportunity to: Directly support with high-net-worth clients on complex casesPrepare for and attending client meetingsGather research and analyse informationProduct suitability letters and reportsConduct cash flow modellingCommunicate with clients directly on complex queriesConstruct financial plans with the AdviserKeep up to date with technical, legislative and regulatory changesSupervise the work of the Administrators You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams. What’s needed to be considered? In order to be considered for this unique opportunity, candidates need to have - 3+ years of experience in a Paraplanning positionHold Chartered Financial Planner status by CIIExperience using IO is desirableProven experience of providing quality support to Financial PlannerHave excellent knowledge of investment, life and pensions products and current legislationExperience with cashflow modelling What's on offer? Competitive salary up to £65,000 Discretionary annual bonusHybrid working - 2 days a week in the London officeComprehensive benefits package Continual learning and development What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

We are partnered with a chartered firm of financial planners to appoint a diploma qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team. Duties & responsibilities (not limited to): Providing technical support to financial planners Attending client meetings (when required)Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendationsCashflow modellingIHT PlanningWriting & tailoring high quality suitability letters based on consultation with the AdviserDemonstrating an awareness of compliance & regulations The candidate: C 2 years + technical paraplanning experience (essential)Level 4 diploma qualified (essential)Chartered/ studying towards (desirable)Cashflow modelling experience (essential)Experience gained within a HNW environment (desirable) In return this opportunity offers a starting salary of up to c £55,000 + attractive bonus & wider benefits package (available on request) Home & flexible working is on offer. To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul James Taylor on LinkedIn.

A prominent investment management company responsible for close to £50BN of client assets is seeking to recruit a high quality Paraplanner to help provide technical support to their team of Wealth Planners. About the Role: As a Paraplanner within the Private Client team based in London, you will play a crucial role in delivering exceptional client experiences. Working alongside a dedicated team of Planners, Paraplanners, and Wealth Administrators, you'll be responsible for providing technical research services to support the planning process. Your expertise will ensure the preparation of client advice is of the highest quality and efficiency. Key Responsibilities: Conduct technical research to support PlannersEnsure the preparation of client advice meets the highest standardsCollaborate with operational and client-facing departmentsAnswer technical queries on tax, legislation, and financial productsPrepare Voyant cash flow forecasts to demonstrate clients' financial plansSupport and coach Paraplanners and Wealth AdministratorsFoster a positive team culture and contribute to personal development People Development: Demonstrate commitment to company objectivesMentor and train team membersCultivate an inclusive and development-focused working culture Personal Attributes: Team-building and motivational mindsetPragmatic thinker with a positive attitudeCreative, collaborative, and cooperativeMotivated self-starter with strong communication skillsConfidence in managing tasks independently and meeting tight deadlinesAttention to detail, enthusiasm, and self-motivationWillingness to learn and develop communication skills Core Skills and Knowledge: Extensive financial services industry experienceCII Level 6 Chartered status or working towards itPrevious experience in an IFA or Wealth Management companyIn-depth knowledge of paraplanning and client support processesFamiliarity with Word, Excel, and PowerPointWorking knowledge of in-house systems (e.g., Xplan, Fiscal, Pulse, Workflow) is desirableAbility to manage tasks, delegate effectively, and collaborate with others On Offer: Competitive salary in region of £50,000 - £60,000Flexible working arrangementsComprehensive benefits including 10% pension and lucrative discretionary bonus This is an opportunity to further learn and develop your career at one of the leading players is the UK wealth planning sector offering stability, flexibility and excellent longer term career development opportunities.