Average Paraplanner salary in the UK

Paraplanner, Huddersfield Hybrid working opportunities available. Up to £45k depending on experience This role is for you if you are an experienced Paraplanner that ideally has their Level 4 Diploma, is working towards it, or has considerable experience. You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, access to a 'Learning and Development Programme’, and due to growth plans, there will be opportunities to progress further within the business. The Business The business is well-established national financial services firm in multiple locations across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Huddersfield office The Role As a Paraplanner, you’ll be working closely with Financial Advisers by providing technical support in accordance with the client’s Financial Advice needs. After assessing the client’s needs, you will be producing timely and compliant reports. A typical day will involve conducting research on products, writing reports that advisers will present to clients, arranging for plans to be submitted to providers, preparation of client review packs and illustration requests, and assisting with and maintaining client records. Benefits Salary - Up to £45k depending on experience25 days holiday + bank holidays, rising with length of service.You get the day off on your birthday!Holiday Purchase SchemeLife assurancePension ContributionCorporate Eyecare Support'Extras’ Discount shopping discountsCycle to work schemeEmployee Referral SchemeLearning & Development programmeElectric Car scheme Applying If this position is of interest, please click the apply button below and we will get in touch to discuss further and answer any questions.

A leading, reputable wealth manager currently requires an Experienced Level 4 Qualified Paraplanner, to join it’s vibrant and friendly team. An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice. An exceptional package is available alongside being able to work on a hybrid basis, 2 days at home. Paraplanner 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. Paraplanner Duties: To provide technical support to the Advisors and Directors in informing and advising on financial planning factors, and on utilising suitable plans and products. To organise the reports and illustrations in a timely and accurate manner, to ensure business can be processed efficiently. The day-to-day duties and responsibilities of a Paraplanner are as follows Providing high quality support to the advisor team, responding to advisor queries in a timely mannerInputting of CFR documentation onto salesforceResearch and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcomeProducing accurate IHT calculations and cash flow modelsPreparing and producing suitability letters, reports, and illustrationsEnsuring the end-to-end compliance process is followedEnsuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first timeEnsuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to dateEnsure that any business conducted is done in a responsible and compliant manner, meeting all legislative, FCA and company requirements, both internally and externallyProcessing new business to a high standard and in line with processesLiaising with the wider administration team to ensure business processing is completed to regulatory standardsDemonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practiceEnsuring all advice sets are logged appropriately on all relevant systemsAdvising the Paraplanning Lead of any challenges or delays in the completion of workOverseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriateManaging own learning and development, attending relevant training sessions where neededProvide cover for other team members upon request as per the business needTo uphold the standards of the client service charterKeep up to date with comms and regulatory changes (attending webinars etc..)Contribution at Paraplanning team meetings Paraplanner Package / What’s in it for you… Salary to c£45,000Hybrid WorkingExam SupportOpportunity to progress into AdviceAuto enrolment (Pension)Healthcare plan upon successful completion of probationary periodPrivate Medical Insurance cash plan which includes Dental/Opticians etc.25 days holidays excluding bank holidays. APPLY TODAY WITHOUT DELAY!

This role is best suited to a Paraplanner with prior experience in an IFA or Wealth Management environment. In this role you will benefit from joining a large team where you will receive support, the potential to hybrid work, great benefits, and due to growth plans, there will be opportunities to progress further within the business. The Business This SJP practice has multiple offices across the UK and has continued to grow organically hence the need to expand their support team. This particular role is based in their Nottingham office. The role As a Paraplanner, you’ll be supporting the Advisor Team with new business/replacement business, preparing case files, analysing client’s requirements, developing cash flow models, and constructing financial planning solutions. Basic paraplanner duties include preparing client reviews, investment performance reviews, as well as producing supporting reports when needed. Benefits Up to £45k depending on experiencePension scheme 5% & 3%25 days holiday + Bank Holidays as well as your birthday if it falls on a weekdayDeath in Service (4 x annual salary)Private Health Insurance available after 12 monthsExams paid if you wish to pursue further qualificationsCompany funded events 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, and will normally be via teams and they are accommodating with times during the week.