Average Paraplanner salary in Buckinghamshire

We are currently partnering with a highly respected UK wealth management business, part of a global group with a long-standing heritage and an excellent reputation within the industry. Operating at the top end of the market, the firm provides bespoke advice and investment solutions to high and ultra-high-net-worth clients and offers a collaborative, high-performing working environment.Due to continued growth and increased client demand, they are now looking to appoint an experienced Paraplanner on an initial 15-month fixed-term contract, with the potential for the role to become permanent.The Role: This is a fantastic opportunity to join a well-established and technically strong team, supporting Financial Planners and working closely with Investment Managers on complex client cases. You will play a key role in delivering high-quality technical support and ensuring an exceptional client experience.Key Responsibilities:Preparing detailed suitability reports and financial planning documentationConducting technical research across pensions, investments, tax planning and protectionSupporting advisers with complex client cases, particularly within the HNW/UHNW spaceLiaising with internal teams, including discretionary investment managersEnsuring all work is compliant with current regulations and internal standardsRequirements:Proven experience working as a Paraplanner within a wealth management or IFA environmentStrong technical knowledge across financial planning areasExperience supporting high-net-worth clients is highly desirableDiploma qualified (or working towards Chartered status preferred)Excellent attention to detail and report writing skillsWhat’s on Offer:Fully remote workingCompetitive salary up to £62,000 (depending on experience)Strong bonus structureComprehensive benefits packageOpportunity to work with a highly regarded firm and complex client basePotential for a permanent position following the initial contractThis is an excellent opportunity for a technically strong Paraplanner who enjoys working in a high-quality environment and is looking to be part of a respected and growing organisation.

Paraplanner in BorehamwoodThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Financial Planning company with offices across the UK. The business continues to go from strength to strength and has built an excellent reputation within the industry. You will be joining a professional, calm and friendly team environment where collaboration is genuinely valued.The firm offers ongoing support, regular one-to-ones and clear opportunities to continue developing your career within a highly respected company.Benefits:Up to £55,000Bonus - up to 10%Hybrid workingVery generous holiday allowanceExam support, including one off bonuses for exams passed first timePrivate medicalIncome protectionDISCareer progressionPlus more...To be considered for this Paraplanner opportunity, candidates need to have:Ideally Level 4 Diploma qualified via the CIIPrevious paraplanning experience within an IFA PracticeHigh level of analytical capability and good communication skillsPositive, can-do attitudeApply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner

Paraplanner, East HertfordshireOffice basedUp to £45,000 (negotiable)A well-established wealth management firm, operating as the financial planning division of a respected legal business, is seeking an experienced paraplanner. The organisation delivers holistic financial planning solutions and offers whole-of-market advice. The successful candidate will join a professional and collaborative team, supporting advisers in the delivery of high-quality financial planning to clients.RoleThe paraplanner will provide technical support to financial advisers by preparing compliant and well-structured reports, research, and financial planning analysis. The role involves working closely with advisers to ensure financial solutions meet client objectives and regulatory standards.Key Responsibilities:Conduct detailed research and analysis across pensions, investments, protection, retirement planning and estate planningPrepare suitability reports, recommendation summaries and technical documentationAssist with fact-find analysis and identify appropriate financial planning strategiesCarry out product and fund comparisons, portfolio analysis and cashflow modellingEnsure compliance with FCA regulations and internal proceduresMaintain accurate records and support the advice process from initial enquiry to implementationBenefitsSalary up to £45,000 (negotiable)Study support for further professional qualificationsPension and life assurance schemeSupportive working environment focused on professional developmentThe package can depend upon candidate's experience and needRequirementsLevel 4 Diploma in Regulated Financial Planning (or equivalent)Minimum of 2–3 years’ experience in a paraplanning role within an IFA or financial planning environmentProgress toward Chartered status is advantageous but not essentialApplicationApplications are invited from experienced paraplanners seeking a long-term role within a professional and growing financial planning team. Please submit a CV outlining relevant experience and qualifications, and we'll get straight in touch!