Average Paraplanner salary in the UK

Are you a Paraplanner looking to join a forward-thinking and fast-growing wealth management firm? This is your opportunity to be part of a dynamic team in Newcastle that's experiencing strong growth across revenue, headcount, and assets under management in 2024. IDEX Consulting is proud to be partnered with a highly respected financial advisory group that is expanding its paraplanning team as part of its strategic growth. What You'll Be Doing: Collaborating closely with advisers to gather and analyse client informationPreparing detailed pre-approval documentation ahead of suitability report writingProducing compliant, high-quality suitability reports tailored to individual client needsLeveraging the latest financial technology to build accurate, efficient solutionsEnsuring all documentation aligns with FCA regulatory standards What We're Looking For: Level 4 Diploma in Financial Planning (or working towards it)A detail-oriented professional with a strong understanding of compliance and suitability requirementsSomeone who thrives in a collaborative environment and takes pride in delivering high-quality work Why Join? Clear and supported career progression - whether you aspire to become an adviser or take a senior role within the paraplanning/support structureWork in a people-first environment that truly values its employeesCompetitive salary with performance-based discretionary bonusesHybrid working model that offers flexibility and work-life balance If you're ready to take the next step in your paraplanning career with a firm that invests in your future, we'd love to hear from you. 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.

Are you an experienced Paraplanner looking to take the next step in your career? An exciting opportunity has arisen within a dynamic and highly professional wealth management team based in Leeds. We're looking for a driven and knowledgeable Paraplanner to support Financial Planners and Advisers in delivering high-quality financial advice to a wide range of clients, including high-net-worth individuals.Key responsibilities: Analyse client objectives to create tailored financial solutionsPrepare comprehensive and accurate financial reports to assist AdvisersCollaborate with Planners to ensure advice meets regulatory standardsSupport business development efforts and contribute to team growthHelp develop best practices to ensure exceptional client service delivery About you: Proven experience in paraplanning or a similar technical roleStrong knowledge of financial planning across a broad range of topicsExcellent analytical and communication skillsExperience working with high-net-worth clients is advantageousLevel 4 diploma qualified. Studying towards or level 6 chartered qualification beneficial What's on offer: A collaborative and supportive team environmentOpportunities to work on complex cases with high-calibre professionalsSupport for continued professional development and career progressionFlexible working optionsA chance to make a lasting impact in a respected and growing team 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.

Are you a detail-oriented Paraplanner looking to join a respected and forward-thinking financial planning firm in the South West? We're working with a leading chartered financial planning practice with a strong presence across the South West. Known for its client-first approach, collaborative culture and commitment to excellence, this firm is now looking to expand its experienced paraplanning team across its Exeter, Plymouth and Weston-super-Mare offices. The roleYou'll play a crucial part in supporting the firm's Financial Planners, delivering bespoke financial planning solutions through in-depth research and high-quality report writing. Working in a collaborative environment, you'll help ensure clients receive tailored, well-researched and compliant advice. Key responsibilities Conduct thorough research to support Planners in delivering client recommendationsPrepare detailed financial planning reports including cashflow modellingUtilise financial planning software (Intelliflo Office) to manage recommendations and workflowStay up to date with financial products and industry developmentsAssist in client meetings, offering insight and technical supportEnsure regulatory compliance and adherence to best practices What we're looking for Proven experience as a Paraplanner within financial servicesStrong understanding of financial planning tools and compliance requirementsExcellent communication, research and analytical skillsLevel 4 Diploma in Regulated Financial Planning (Advanced Diploma desirable) What's on offer Hybrid and flexible working options25 days holiday plus bank holidaysCompetitive pension scheme (with matched contributions up to 6%)Life assurance (3x salary)Access to employee wellbeing and reward programmesPrivate medical insuranceEnhanced maternity/paternity benefitsBonus and commission schemes for referrals This is a fantastic opportunity to join a people-focused firm that values expertise, supports career development and fosters a flexible and supportive working culture.If this role sounds like it could be for you and you would like some more information please reach out 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.