Average Paraplanner salary in Barnet

Senior ParaplannerLocation: Barnet (Hybrid Working)Salary: £60,000 to £70,000 per annumHours: Full time, flexible hours consideredJob Type: PermanentAbout the Role A growing, independent financial planning firm has created a Senior Paraplanner role as part of a strategic restructure. This is a senior operational position, focused on process ownership and delivery quality rather than people management.You will lead the paraplanning function, working closely with advisers and supporting the paraplanning team to ensure consistent, high-quality outputs. This role has real influence over how advice is delivered and will suit someone who enjoys shaping and improving processes in a busy advice environment.Key ResponsibilitiesOwn and manage the paraplanning process across the firmLead a small team of 3 paraplanners to deliver high-quality advice supportWork directly with 4 financial advisers to support advice productionEnsure suitability reports and supporting paperwork meet technical and quality standardsReview, quality control, and sign-off paraplanning outputDrive consistency, efficiency, and best practice across paraplanning workIdentify and implement process improvementsAct as the go-to subject matter expert for technical and procedural questionsProvide mentorship and guidance to more junior paraplanners (informal, not line-management)Candidate RequirementsStrong paraplanning experience within financial planning advice environmentsConfident technical knowledge of UK financial planning products and legislationExcellent report drafting and suitability report quality standardsA clear operational mindset with the ability to improve and standardise processesAbility to manage multiple work streams and prioritiesStrong communicator, both written and verbalComfortable working in a hybrid setting and leading a small team functionallyWhat’s on OfferCompetitive base salary £60,000 – £70,000Hybrid working with flexibility on hoursGenuine operational senior role with influence in a growing businessSupportive, independent and owner-led cultureCareer progression potentialAbout the Firm This is an independent, privately owned financial planning firm based in Barnet. The business is profitable and growing, with a solid client base and ambitious plans for future expansion. You’ll be joining at a point where your contribution will genuinely shape how paraplanning works within the firm long term.

Paraplanner – Barnet £40,000 – £55,000 (depending on experience) Full-time, permanentThis role is an office based role which will suit an experienced Paraplanner who enjoys the technical side of advice and wants to be close to the action. You’ll be working directly with the advisers and practice principal, supporting a steady flow of client work and producing clear, compliant documentation.If you like taking ownership, improving quality, and being trusted to use your judgement, this is a strong opportunity in a professional, planning-led environment.The businessThis is a well-established wealth planning practice with a long-term, relationship-driven approach. The team is small, professional and quality-focused, with access to strong technical guidance, robust compliance support and structured development through a respected advice framework.The roleYou’ll support the advice process end to end, typically:Working with advisers to understand client objectives and build planning solutionsProducing suitability reports, illustrations and client-facing documentationBuilding Voyant (or similar) cashflow models and scenariosCompleting technical calculations such as annual allowance, drawdown reviews, critical yield and income sustainabilityLiaising with providers, ceding schemes, and third parties to obtain information and progress casesIdentifying missing information early and keeping cases movingQuality checking work so cases are handed over in a finished conditionSupporting improvement of documentation standards and case turnaround timesThere will also be the opportunity to attend client meetings and contribute to continual improvement across processes and planning standards.Experience & qualificationsEssential:Paraplanning experience within financial servicesStrong technical knowledge across pensions, investments, protection and tax planningComfortable producing suitability reports and cashflow modelsDesirable:Level 4 / DipPFS (or working towards)Experience with more complex planning, including defined benefit analysis and later life workConfident dealing with third parties by phone to resolve queries quicklyBenefits£40,000 – £55,000 salary depending on experienceEmployer pension schemeOngoing technical development and training, including study support 25 days Holiday plus bank holidays Bonus Scheme How to applyApply with your CV. If suitable, you’ll be contacted for a short initial call, followed by an efficient interview process.

Paraplanner – BarnetWe’re working with a well-established, financial planning firm that’s growing rapidly and looking for a talented Paraplanner to join their team. This is a fantastic opportunity to support experienced Financial Advisers, work on complex client cases, and develop your career in a friendly, collaborative environment.The Role:As a Paraplanner, you’ll play a key role in ensuring clients receive professional, compliant, and seamless financial advice. You’ll prepare technical reports, conduct research, and provide analysis across investments, pensions, protection, and tax planning.What You’ll Do:Prepare detailed financial planning reports and recommendations in line with regulatory standards.Conduct in-depth research and analysis on financial products.Support advisers with financial plans, including cashflow modelling and scenario analysis.Maintain accurate client records and ensure compliance.Liaise with advisers, providers, and clients to implement recommendations efficiently.What We’re Looking For:Level 4 Diploma in Financial Planning (DipPFS) or working towards completion.Strong technical knowledge of investments, pensions, and protection products.Excellent analytical, written, and numerical skills.Proficiency with financial planning software such as CashCalc and FE Analytics.Organised, proactive, and able to manage multiple priorities.If you’re an ambitious Paraplanner ready to take your career to the next level, apply today