Average Paraplanner Manager salary in the UK

Paraplanner Ref: BCR/JP/31848a Salary: £30,000 - £40,000 (Dependent on Experience) Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team. Paraplanner responsibilities: Prepare compliant suitability reports across pensions, investments, protection, and tax.Conduct research and analysis to support quality financial advice.Collaborate with advisers and clients to build strong relationships.Manage a varied caseload with accuracy and efficiency.Maintain high technical and compliance standards under tight deadlines. The ideal candidate will have: At least 2 years' paraplanning experience in a financial planning environment.Solid technical knowledge of pensions, investments, and tax planning.Confident using case management and planning systems.Excellent communication and attention to detail.Strong ability to manage multiple tasks and deadlines. If you are an experienced Paraplanner, looking for a new challenge, get in touch now! Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Mbf are working closely with a national, chartered and fully independent financial planning practice to recruit an experienced Paraplanner to join their growing team. This is an exciting opportunity to become part of a forward-thinking firm that delivers truly holistic financial planning to clients across the UK. The business has built an outstanding reputation for professionalism, integrity, and personal development making this an ideal move for someone seeking to advance their career within a high-calibre environment.The RoleAs a Paraplanner, you’ll work closely with a team of highly successful Financial Planners, providing technical and research support across all areas of financial advice including investments, pensions, protection, and tax planning. You’ll play an integral part in the advice process and will enjoy regular client contact, helping to deliver an exceptional service and first-class outcomes.You’ll be joining a collaborative, supportive team where your input is valued and your professional growth is encouraged.Key Responsibilities:Support Financial Planners in preparing and delivering high-quality financial advice.Conduct research and produce detailed suitability reports.Liaise directly with clients to gather information and ensure a seamless advice journey.Maintain a strong understanding of financial planning principles and FCA regulations.Work as part of a cohesive team committed to providing exceptional client service.About You:Minimum 2 years’ experience as a Paraplanner within an IFA or wealth management environment.Ideally Diploma qualified (Level 4) or working towards completion.Strong technical knowledge across investments, pensions, and protection.Excellent communication skills, with confidence liaising with both advisers and clients.Proactive, organised, and detail-focused with a genuine passion for financial planning.The Offer:Competitive basic salary up to £47,000 (depending on experience).Hybrid working model – typically 2 days in the office.Excellent benefits package and full support with further qualifications.Genuine career progression within a highly respected Chartered firm.If you’re an experienced Paraplanner looking for a role where you’ll be valued, supported, and given room to grow, we’d love to hear from you.

We are working with a highly regarded boutique Chartered Financial Planning practice on the outskirts of Reading. This is a fantastic opportunity to join a well-established local firm that has built an excellent reputation across the region for high-quality, ethical advice and exceptional client care.The OpportunityYou will join a friendly, collaborative team, working closely with a group of very successful Financial Planners. The business has a strong paraplanning and administrative structure in place, meaning you will be fully supported by experienced IFA Administrators while working alongside other skilled Paraplanners.This role offers true depth and variety in paraplanning, ideal for someone who enjoys getting involved in detailed casework and contributing to high-quality financial planning outcomes for clients.Key ResponsibilitiesPrepare high-quality, compliant suitability reports across a range of advice areas, including pensions, investments, IHT, and retirement planningAnalyse client information, undertake technical research and prepare appropriate recommendationsWork closely with Financial Planners to support them through the full advice processMaintain accurate records and ensure all advice meets FCA and internal compliance standardsContribute to the development of internal processes and client service improvementsSupport the wider team and collaborate with colleagues to ensure seamless client serviceAbout YouStrong paraplanning experience within a financial planning or wealth management environmentDiploma qualified (DipPFS) preferred, or working towards – however, experienced paraplanners without the diploma will also be consideredIdeally on the pathway towards Chartered status or keen to progressStrong technical knowledge, excellent attention to detail, and the ability to work effectively within a small teamA proactive, positive attitude and genuine passion for quality financial planningWhat’s on offerBasic salary up to £55,000 (dependent on experience)Annual bonus and benefits packageComprehensive on-the-job training, mentoring and study supportHybrid working Clear and flexible progression pathways – whether towards Paraplanning Team Leader/Management or moving into an Advisory role in the futureA supportive, friendly culture where your contribution genuinely mattersThis is an excellent opportunity for an ambitious Paraplanner who wants to be part of a well-established firm that values its people and encourages long-term career development.