Average Paraplanner salary in the UK

An exciting opportunity has arisen for an experienced Paraplanner to be based in the Dundee office for one of the top practices in Scotland. Main purpose of the job: To support the financial planners in their dealings with clients alongside the business support team.Responsibilities:Assist Financial Planners to prepare for client meetingsAttend client meetings where appropriateProduce research on behalf of Financial PlannersProduce illustrations, cashflow, product information for Financial PlannerAssist in the preparation of clients' existing investments, attitude to risk, asset allocation, produce review packs ahead of meetings etcProduce client review reports, suitability reports and other correspondenceQualifications:CII Level 4 Diploma in Regulated Financial Planning or equivalent or working towardsVisit 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.

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to:To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriateAttending client meetings with the AdvisorsReview client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstanceProvide research and analysis of investment funds and financial products, whilst considering the client objectivesConduct fund researchPrepare financial plans, clearly outlining the client's current position, where they need to be and how they will get therePreparation of fund switch and encashment letters according to advice providedObtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sourceLiaise with product providers/third parties regarding any technical queriesThe ideal candidate will:Level 4 diploma qualified Good understanding of the financial planning processStrong interpersonal skills, both written and verbal communicationCustomer service skills - providing an excellent service to the Adviser and clientExcellent planning and organisational skillsAbility to work effectively to deadlinesAccuracy and attention to detail to balance demands of roleThis is a superb opportunity for a Paraplanner to join a firm where they offer hybrid working and a genuinely supportive environment with exceptional career progression opportunities.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.

An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA practice.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 2-3 years' minimum experience to support the successful Financial Planners of the business. You MUST have level 4 diploma or be close to completing. 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.In return you will receive a really competitive salary and join a well-run business with great job satisfaction.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.