Average Chartered Paraplanner salary in High Wycombe

Paraplanner Opportunity – Elevate Your Career in Financial Planning Join a Highly Respected Chartered Financial Planning Firm in Marlow, Buckinghamshire! A leading Chartered Financial Planning firm is seeking an experienced Paraplanner to join their team. Known for delivering bespoke wealth planning advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, this organization offers an exceptional platform for professional growth, backed by a reputation for excellence and a values-driven approach. Why Consider This Opportunity? Reputation for Excellence: Be part of a firm renowned for its technical expertise and personalized client service.Innovative and Growing Environment: This organisation is part of a national group dedicated to delivering accessible, top-tier financial advice across the UK.Supportive Culture: The workplace ethos emphasizes flexibility, employee wellbeing, and ongoing professional development. Key Benefits Hybrid Working Model: Balance work and life with 3 days in the office and 2 days working from home.Competitive Compensation: Attractive salary based on experience.Comprehensive Benefits Package: Including 25 days annual leave, a 4% company pension with NI benefits, death in service cover (up to £200k), and access to a CashPlan.Career Development: Sponsorship for qualifications and professional advancement is provided. The Role The Paraplanner will work closely with 1–2 Financial Advisers and contribute to delivering first-class financial planning support. Key responsibilities include: Conducting detailed research and providing technical assessments.Preparing lifetime cashflow models, financial plans, and suitability reports.Participating in client meetings and offering clear, actionable advice.Managing complex cases and maintaining strong client relationships.Ensuring all work is compliant and reflects high ethical standards.Contributing to operational improvements and team success. Ideal Candidate Profile Qualifications: Level 4 CII Diploma in Financial Planning (mandatory), with advanced qualifications or Chartered Financial Planner status highly desirable.Experience: Similar technical role within financial planning.Skills and Attributes: Strong analytical and communication skills, attention to detail, and a proactive approach to problem-solving.

 My client a fantastic IFA Firm is actively looking to recruit a Senior PARAPLANNER to join their hugely successful business. The client may 2 PART REMOTE DAYS  in terms of SKILLED PARAPLANNERS HUGELY SKILLED Report Writer in SENIOR PARAPLANNING.  The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, ideally at CHARTERED level or definitely working ideally CHARTERED LEVEL AND MINIMUM Diploma Level 4 Qualified and is a full time position with part remote/home working available. It is essential that candidates demonstrate a strong background within a similar environment as a PARAPLANNER as well as having an outgoing and aspirational personality. To be successful in this Paraplanning role, you will also need to be a good communicator and have aworking knowledge of the financial services industry across the full range of investments, pensions,retirement solutions, trusts and both personal and business protection. Your key responsibilities will be provision of high-quality technical support and a good standard ofliteracy, written grammar and numeracy. Day to day duties will include fund and product research,writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewingletters, overseeing the implementation of investments, cash flow modelling, attendance at clientmeetings and liaising with team Administrators to ensure general client administration is kept up todate. You will be computer literate with the ability to use Microsoft Office including Excel and Word with agood knowledge of analytical tools and numerical aptitude. • Receiving instructions during debriefings from advisers following client meetings.• Interpreting data obtained by advisers during client meetings.• Analysing data and using research tools to provide solutions to meet client needsand objectives.• Providing records to support research undertaken.• Consolidation of client needs and objectives, recommendations and course of action in awritten format via a suitability letter, client specific illustration and key features document.• Carrying out all tasks in a manner consistent with compliance procedures.• Preparation of existing client files ready for reviews.• Ensuring all client files are compliant on an ongoing basis• All business related administrative duties • A Company pension scheme (currently with 5% Employer contribution),• 4 x Death in Service Life Cover• Employee Lifestyle Benefit scheme• Salary sacrifice Electric Car Scheme• A Health Cash Plan provided by Westfield Health. This is a P11d benefit.• Entitled to join our group PMI scheme with Vitality at a discounted rate• 25 days holiday per annum plus Bank Holiday This is a fantastic opportunity for the right candidate to progress their career in a well-respectedcompany that offers fantastic additional benefits. So, if you think you have the necessary experiencefor this Senior Paraplanner role please apply now. 

WONDERFUL SKILLED ROLE! My client a fantastic IFA Firm is actively looking to recruit a Senior PARAPLANNER to join their hugely successful business. The client may 2 PART REMOTE DAYS  in terms of SKILLED PARAPLANNERS HUGELY SKILLED Report Writer in SENIOR PARAPLANNING.  IF YOU ARE HUGELY SKILLED THE SALARY WILL BE UP TO 55K MAX. The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, ideally at CHARTERED level or definitely working ideally CHARTERED LEVEL AND MINIMUM Diploma Level 4 Qualified and is a full time position with part remote/home working available. It is essential that candidates demonstrate a strong background within a similar environment as a PARAPLANNER as well as having an outgoing and aspirational personality. To be successful in this Paraplanning role, you will also need to be a good communicator and have aworking knowledge of the financial services industry across the full range of investments, pensions,retirement solutions, trusts and both personal and business protection. Your key responsibilities will be provision of high-quality technical support and a good standard ofliteracy, written grammar and numeracy. Day to day duties will include fund and product research,writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewingletters, overseeing the implementation of investments, cash flow modelling, attendance at clientmeetings and liaising with team Administrators to ensure general client administration is kept up todate. You will be computer literate with the ability to use Microsoft Office including Excel and Word with agood knowledge of analytical tools and numerical aptitude. • Receiving instructions during debriefings from advisers following client meetings.• Interpreting data obtained by advisers during client meetings.• Analysing data and using research tools to provide solutions to meet client needsand objectives.• Providing records to support research undertaken.• Consolidation of client needs and objectives, recommendations and course of action in awritten format via a suitability letter, client specific illustration and key features document.• Carrying out all tasks in a manner consistent with compliance procedures.• Preparation of existing client files ready for reviews.• Ensuring all client files are compliant on an ongoing basis• All business related administrative duties • A Company pension scheme (currently with 5% Employer contribution),• 4 x Death in Service Life Cover• Employee Lifestyle Benefit scheme• Salary sacrifice Electric Car Scheme• A Health Cash Plan provided by Westfield Health. This is a P11d benefit.• Entitled to join our group PMI scheme with Vitality at a discounted rate• 25 days holiday per annum plus Bank Holiday This is a fantastic opportunity for the right candidate to progress their career in a well-respectedcompany that offers fantastic additional benefits. So, if you think you have the necessary experiencefor this Senior Paraplanner role please apply now. SALARY IS ON A BASE BETWEEN 50K TO 55K IF CHARTERED