Average Administrator Paraplanner salary in the UK

Mbf are working with a boutique firm of Independent Financial Advisers in Cheltenham to recruit an experienced Paraplanner. Our client is a very successful business who provide holistic financial services to an established portfolio of clients, with a strong commitment to placing clients at the heart of everything they do, our client prides itself on delivering tailored financial solutions and building long-lasting client relationships. Our client is looking to recruit an experienced Paraplanner, you will play a crucial role in providing comprehensive technical support to the companies Managing Director & Senior Financial Planners. You will work within a professional team and will be provided support by the in-house Administration team; this will allow you to focus undertaking technical work and delivering an excellent service to the companies Planners and clients. To be considered you MUST be Level 4 qualified and will have a minimum of 3 years’ experience within a Paraplanner position. Key Responsibilities: Conducting thorough research and analysis to support the development of financial plans and recommendations.Preparing detailed financial reports, including suitability reports and investment proposals.Assisting with the implementation of financial strategies and solutions. Maintaining accurate client records and ensuring compliance with regulatory requirements.Collaborating closely with the advisory team to deliver exceptional client service and support. What's in It for You: A very competitive basic salary to £45,000 (dependant on experience, qualifications etc) + distortionary bonus + company benefits. The opportunity to join a friendly and professional practice that prioritises client satisfaction and employee well-being & hybrid working.

This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. The business The business is a fast-growing and well-established Financial Services practice with offices 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 Northallerton office. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. Benefits Salary up to £45k depending on experienceHybrid workingDeath in Service (4 x annual salary)Private Medical Insurance provided by Vitality.Group Income ProtectionEmployee Assistance ProgrammeMedicash (healthcare cash back plan)Pension 5% minimum (company will match up to 10%)Discretionary 10% annual bonus based on company performance.24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year. If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.

An exciting opportunity has arisen for a Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team. Client Details This firm is a respected player in the financial services industry, having won numerous awards in all areas of financial planning. One of the best IFAs to work for in the UK, they have built up a reputation for service to clients, as well as culture and training & development opportunities. Description As Paraplanner you will be responsible for: Support the financial advisory team in the preparation and administration of financial plans and reports, offering a strong technical knowledge and assistance for clientsPreparing suitability lettersPreparing presentation packs for clients, ensuring all paperwork is compliantPerform research to identify suitable financial solutions and areas for planning for clientsProviding technical support to advisers, client service team and other teams as and when requiredEnsure all client information is recorded accurately and kept confidential.Maintain up-to-date knowledge of financial products, industry changes and legislation.Develop and maintain strong relationships with clients and colleagues.Assist in the implementation of agreed financial plans.Handle client queries and provide excellent customer service. Profile A successful Paraplanner should have: Proven experience in a paraplanning role with strong report writing skills and research experiencePart/qualified diploma level 4Excellent communication and relationship building skillsProactive and detailed approachStrong report writing skillsKnowledge of Intelligent Office, FE Analytics, Selectapension, Cash Calc systems Job Offer As Paraplanner, you will get: A competitive salary based on experience and level of qualificationAn inclusive and supportive company culture.25 days of holiday leave, plus birthday offCompany pension schemePrivate medical and life assuranceSocial eventsStudy support/career developmentHome working available3-4 days a weekOpportunities for career progression and professional development. We strongly encourage talented individuals who believe they fit the profile to apply for this exciting opportunity in the financial services industry.