Average Chartered Paraplanner salary in the UK

Are you a talented Chartered Paraplanner looking to make a significant impact within a prestigious and award-winning wealth management business? Our client, a leading firm in London, is seeking a highly skilled and dedicated professional to join their dynamic team as a technical expert. Position: Chartered Paraplanner Location: London (Hybrid - 3 days work from home, 2 days in office) Salary: Up to £70,000 plus bonus and benefits About the Company: Our client is a renowned wealth management firm based in London, celebrated for its excellence and multiple industry awards. The firm prides itself on providing top-tier financial services and fostering a modern, open-plan working environment. With a commitment to professional growth and work-life balance, they offer a flexible working arrangement that includes three days a week working from home. Role and Responsibilities: As a Chartered Paraplanner, you will be the technical go-to person within the business. Your primary responsibilities will include: Providing expert technical support and analysis for complex financial planning cases.Preparing detailed and accurate reports, research, and recommendations.Assisting financial advisors with high-level technical queries and client presentations.Ensuring compliance with industry regulations and company policies.Collaborating with the advisory team to develop and implement financial strategies. Qualifications and Skills: Chartered status via the Chartered Insurance Institute (CII) is essential.Extensive experience in a paraplanning role within the wealth management or financial planning sector.Strong technical knowledge and understanding of financial products, tax planning, pensions, and investments.Excellent analytical, report writing, and communication skills.A proactive and detail-oriented approach with a passion for staying on the technical side of the market. What We Offer: Competitive salary up to £70,000 plus performance-based bonus and comprehensive benefits package.A supportive and collaborative team environment.Modern, open-plan office in the heart of London.Flexible working arrangement with three days a week working from home.Opportunities for professional development and career progression. If you are a dedicated and highly skilled Chartered Paraplanner looking to join a prestigious and forward-thinking wealth management firm, please apply.

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.

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.They are requiring a Paraplanner with experience to support the successful Financial Planners of the business. You MUST have level 4 diploma and ideally be working towards Chartered status.You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison.Salary: £40,000 - £45,000 doe. 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.