Average Paraplanner Manager salary in the UK

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market.Responsibilities: Preparing pre-approval documentation prior to report writing.Utilising all technology to produce accurate solutions for clients.Providing accurate, timely and compliant suitability reports.Ensuring all advice documentation is compliant according to FCA guidelines.Working with the adviser to gather sufficient client information. Perks: Private medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leave The successful candidate will need to be based local to Bristol and be Level 4 Diploma qualified.If this role sounds like it could be for you, and you would like some more information please send your CV to 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.

Paraplanner - Hybrid and flexible working Paraplanner required by a growing wealth management company in Fife. This firm provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments, and protection. Responsibilities include: Working closely with the Financial Planners, to offer tailored solutions to clientsPreparing for client meetings including checking that all compliance paperwork is presentAttending client meetings and taking minutesAnalysing and interpreting data obtained during client meetingsAnalysing client's existing products to determine whether they meet the client's current objectivesFund performance comparisonsPreparing product comparisons and analysing comparison illustrationsPreparing cashflow plans using Voyant SoftwarePreparing draft recommendation reports in line with the Company's compliance proceduresAnalysing client's asset allocations and providing recommendations for rebalancing where necessaryCompleting the FCA pension switching and replacement product templatesMaintaining client files in line with company standardsBuilding and maintaining client relationships through face to face and written/telephone communication To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

Paraplanner Experienced Paraplanner required by a growing wealth management company in Edinburgh, to provide technical support to a team of financial planners. This firm provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments, and protection. Responsibilities include: Working closely with the Financial Planners, to offer tailored solutions to clientsPreparing for client meetings including checking that all compliance paperwork is presentAttending client meetings and taking minutesAnalysing and interpreting data obtained during client meetingsAnalysing client's existing products to determine whether they meet the client's current objectivesFund performance comparisonsPreparing product comparisons and analysing comparison illustrationsPreparing cashflow plans using Voyant SoftwarePreparing draft recommendation reports in line with the Company's compliance proceduresAnalysing client's asset allocations and providing recommendations for rebalancing where necessaryCompleting the FCA pension switching and replacement product templatesMaintaining client files in line with company standardsBuilding and maintaining client relationships through face to face and written/telephone communication In return you will receive: Competetive salary3x DIS and 4% ER and 4% EE pensionFull exam support with bonus incentive28 days annual leave plus Easter bank holiday & 2-week office closure over Christmas Dress for your day policyCycle to work and travel loan available on request To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.