Are you an experienced Chartered Paraplanner seeking an exceptional opportunity to showcase your technical prowess and work alongside high-end clients in the heart of London? Look no further! An established IFA team is on the lookout for a skilled Charertered Paraplanner to join their ranks and contribute to their legacy of excellence. You will be working on highly technical cases from a range of HNW to UHNW clients within the NHS. Salary Range: £55,000 - £70,000 Holistic Growth: This IFA firm don’t just offer a job; we offer a pathway to your aspirations. Develop your career as a technical Paraplanner or transition towards becoming an adviser, in line with your ambitions. You will be working with the Director of the firm meeting clients and scoping Advice and making recommendations based on your research. The Advisers have cultivated a distinguished client book spanning over 25 years, exclusively through referrals, reflecting the trust and reputation they have built. Robust Support: With the backing of two experienced Paraplanners, a dedicated Technical Administrator, and a Chartered Paraplanner, you'll thrive in an environment designed for collaboration and growth. Community Spirit: Embrace a friendly work culture where team bonding extends beyond office hours, ensuring a vibrant social dynamic among our colleagues. Your Role: Utilise your seasoned experience as a Paraplanner within a Financial Planning environment to deliver strategic financial solutions tailored to our clients' unique needs. Partner with two accomplished Advisers to devise meticulously crafted financial plans that secure the future of our discerning clients. Leverage the expertise of our collaborative team, including two Paraplanners and a Technical Administrator, to streamline operations and enhance client experiences. Immerse yourself in a journey towards Chartered status, guided by our commitment to support your professional growth and excellence. Requirements: Proven Experience: You possess a track record as a Paraplanner in a Financial Planning environment, demonstrating your adeptness in providing strategic financial insights. Diploma Level 4: Hold a Level 4 Diploma, showcasing your commitment to professional development and industry knowledge. Achieved Chartered status or demonstrated profession towards. an environment where excellence is rewarded, and aspirations are realized. Join us today in London's thriving financial landscape.read more
Average Chartered Paraplanner salary in the UK
We currently require Chartered Paraplanner to join the Wealth Planning arm of a prestigious Investment Management based in the City of London but with scope to work from home 2/3 days per week.This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to two Senior Wealth Planners, with additional support from the Private Client Administrator. The role will include being a main point of contact for a book of HNW clients, with the responsibility of sitting in a client meetings and performing Voyant presentations to clients….a stepping stone into a client facing role in the future Responsibilities include writing full Financial Planning reports without templated aids, conducting full market product research and liaising with Clients and product providers. The successful candidate must have experience in a whole of market IFA environment and be able to write suitability reports without using supporting software templates. Good knowledge of tax and experience of platforms is desirable. Candidates will ideally be Chartered or close toThis is a sought after opportunity working for an exclusive name in the London market offering a highly competitive salary, unrivalled bonus scheme and clear structured career progression.read more
A prestigious independent chartered financial planner currently requires an experienced Paraplanner. With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path within a dynamic and thriving environment. This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs. Paraplanner Role Overview: As a Paraplanner, you will play a crucial role in providing comprehensive support to the team of Wealth Managers and Advisors. You will have the opportunity to work closely with high-profile clients, engaging in client contact and attending meetings alongside the advisory team. This role requires technical expertise, strong interpersonal skills, and meticulous attention to detail. Paraplanner Key Responsibilities: Collaborate with Wealth Managers and Advisors to prepare and deliver holistic financial plans for HNW clients.Conduct detailed research and analysis on various financial products, investment strategies, and tax planning.Prepare accurate and comprehensive client reports, including cash flow analysis, investment performance, and risk assessments.Liaise with clients directly to gather necessary information, address inquiries, and provide ongoing support.Attend client meetings alongside the advisory team, actively participating in discussions and offering technical expertise.Stay abreast of regulatory changes, industry trends, and best practices to ensure compliance and deliver top-notch advice.Assist in the training and mentoring of junior paraplanners, sharing knowledge and expertise within the team. Paraplanner Qualifications and Experience: Extensive experience as a Paraplanner within the financial services industry, preferably in a high-net-worth environment.Strong knowledge of investment products, financial planning, tax considerations, and regulatory requirements.Demonstrated experience in producing complex financial plans, including cash flow modelling and investment analysis.Professional qualifications such as Diploma in Financial Planning (DipPFS) are preferred, or will be working towards this.Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.Proven ability to work effectively in a team environment, collaborating with Wealth Managers and Advisors.Meticulous attention to detail, ensuring accuracy and compliance in all client documentation. Paraplanner Reward Package: Competitive Salary35 hours per week25 days holiday plus Bank Holidays.1 x holiday - Birthday holidayLoyalty holidays with continued service.Quarterly Bonus SchemePerks SchemePension (auto-enrolment, then 5% + 5% contributions after 6 months)Private Medical Insurance (after 12 months)Life AssuranceFully funded company social events - summer and winterGenerous Study/Training Programread more
Top-paying locations for Chartered Paraplanner jobs
|Location||Average salary||Salary range||Jobs|
|London||£64,167||£62,500 - £67,500||6|
|View Chartered Paraplanner salaries in London|
|City of London||£63,750||£62,500 - £65,000||2|
|View Chartered Paraplanner salaries in City of London|
|Edgware||£62,500||£62,500 - £62,500||1|
|View Chartered Paraplanner salaries in Edgware|
|Newbury||£42,500||£42,500 - £42,500||1|
|View Chartered Paraplanner salaries in Newbury|
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