Average Paraplanner Advisor salary in the UK

Due to a recent acquisition, my client is seeking a Paraplanner to join their offices based in York. You'll be joining a well-established group that is going from strength to strength with presence across the UK. This role will suit either an experienced Paraplanner or somebody who is perhaps working as a technical administrator/junior Paraplanner and looking to progress their career. The business has devised a development plan and, should this be your aspiration, offers a clear and realistic route to develop yourself into a Financial Advisor. What You'll DoPrepare high-quality, compliant financial planning reportsConduct detailed product, fund, and market researchCollaborate with advisers to deliver bespoke, client-focused solutionsManage, train, and mentor a local technical teamContribute to continuous process and reporting improvementsWhat We're Looking ForStudying towards or achieved Level 4 Diploma statusStrong technical expertise across pensions, investments, estate & tax planningIntelliflo (Intelligent Office) experience preferableVisit 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.

My client is looking recruit an experienced and motivated Paraplanner to support their advisors in Nottingham, and build a long-term career within their growing wealth management firm.This is a rewarding role, suited to someone who can deliver high-quality financial planning support, work collaboratively with advisers, and produce technically robust client recommendations.The RoleAs a Paraplanner, you will play a key role in supporting a team of advisers, helping to deliver comprehensive, client-focused financial planning solutions.Key DutiesPrepare clear, compliant and technically accurate suitability reports across a wide range of advice areasConduct detailed research on products, funds and planning strategies using internal and external toolsAnalyse client information and support the development of holistic financial plans, including cashflow modellingCollaborate closely with advisers to understand client objectives and deliver appropriate recommendationsMaintain accurate and up-to-date client records in line with FCA requirementsLiaise with providers and third parties to obtain information and progress casesIdentify planning opportunities across pensions, investments, tax and protectionSupport continuous improvement of paraplanning processes and escalate complex cases where appropriateAbout YouQCF Level 4 qualified (essential), with support available for progression to Level 6Strong experience in holistic financial planning, including pensions (pre and post retirement), investment planning and estate planningComfortable working with a range of financial planning systemsExperience with different Investment platforms such as Parmenion, Fidelity, Abrdn, Aviva, Transact and SS&C HubwiseExperience of Cashflow modelling tools would be an advantage.What We OfferA supportive environment focused on long-term career developmentStudy support towards Advanced Diploma (Level 6)The opportunity to work with experienced advisers on complex, high-quality financial planning cases25 days holiday + bank holidays, increasing to 30 with servicePrivate medical insurance, Death in service and Income protection (75% salary after 3 months)Pension1 paid volunteering day per yearEmployee share scheme (EBT), linked to performanceFlexible benefits hub (Cycle to Work, buy/sell holiday)Access to 2,000+ retail discounts and perksAnd more…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.

My client is looking recruit an experienced and motivated Paraplanner to support their advisors in Preston and build a long-term career within their growing wealth management firm.This is a rewarding role, suited to someone who can deliver high-quality financial planning support, work collaboratively with advisers, and produce technically robust client recommendations.The RoleAs a Paraplanner, you will play a key role in supporting a team of advisers, helping to deliver comprehensive, client-focused financial planning solutions.Key DutiesPrepare clear, compliant and technically accurate suitability reports across a wide range of advice areasConduct detailed research on products, funds and planning strategies using internal and external toolsAnalyse client information and support the development of holistic financial plans, including cashflow modellingCollaborate closely with advisers to understand client objectives and deliver appropriate recommendationsMaintain accurate and up-to-date client records in line with FCA requirementsLiaise with providers and third parties to obtain information and progress casesIdentify planning opportunities across pensions, investments, tax and protectionSupport continuous improvement of paraplanning processes and escalate complex cases where appropriateAbout YouQCF Level 4 qualified (essential), with support available for progression to Level 6Strong experience in holistic financial planning, including pensions (pre and post retirement), investment planning and estate planningHighly analytical with excellent attention to detail and report writing skillsComfortable working with a range of financial planning systemsExperience with different Investment platforms such as Parmenion, Fidelity, Abrdn, Aviva, Transact and SS&C HubwiseExperience of Cashflow modelling tools would be an advantage.What We OfferA supportive environment focused on long-term career developmentStudy support towards Advanced Diploma (Level 6)The opportunity to work with experienced advisers on complex, high-quality financial planning cases25 days holiday + bank holidays, increasing to 30 with servicePrivate medical insurance, Death in service and Income protection (75% salary after 3 months)Pension1 paid volunteering day per yearEmployee share scheme (EBT), linked to performanceFlexible benefits hub (Cycle to Work, buy/sell holiday)Access to 2,000+ retail discounts and perksAnd more…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.