Average Assistant Paraplanner salary in the UK

Paraplanner Location: Glasgow, G41 1HUSalary: Starting at £35,700 per annum + Benefits!Contract: Full-time, permanentBenefits: 4% employer pension contribution, Annual leave 34.5 days inc. bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership - paid in full by MACO, Summer socialising events and Fresh fruit, tea and coffee! We are Martin Aitken, we want everyone who comes into contact with our firm - you, our clients our people and our potential candidates to have a crystal-clear understanding of what we do. We have remained at the forefront of Scottish commerce since 1897 (when the first rules of golf were published!) and from our offices in Glasgow we provide our clients with access to a range of audit and accounting, tax, business advisory, corporate finance and financial services. We are now recruiting for a Paraplanner to join our dynamic team of 4 based in our Glasgow office! The successful candidate will provide support to a team of Financial Planners and support staff using knowledge of all industry products, whilst maintaining excellent working relationships with clients and your team. As a Paraplanner you will collate all required information to be given to a client, prepare correspondence which includes compiling suitability reports. In addition to this as our Paraplanner you will have specific responsibility for: Carrying out technical and product researchCompleting simple annual review reports for clientsComplete new recommendation reports for basic financial products such as Life Assurance, ISAs, Collectives and Money Purchase Pension Plans.Prepare Cash Flow Analysis/reports for clients You will prepare research and complete specific review and new recommendation reports for the following: Pension switch/ transfer recommendationsArrangements of SIPPs/ SSAS pension plansPension Drawdown and pension income withdrawal planningPension Annual Allowance and Lifetime Allowance planning reports, including the use of Lifetime Allowance ProtectionIHT and Estate Planning recommendations via the use of Trusts, Tax Allowances and tax planning vehicles such as EIS/VCT etcInvestment withdrawal planning and tax planning, including on and offshore investment bond surrenders/withdrawals and Capital Gain Tax planningCorporate investment planning and corporate protection, including Keyman Insurance, Relevant Life and Group Schemes. In order to be successful in this role you must have / be: 12 months' previous experience in a Paraplanner role.Diploma Qualified, or working towards your Diploma qualificationOngoing knowledge of Compliance Procedures and FCA requirementsPrior experience of Intelligent Office, (iO) back-office system and FE Analytics, Fund Research system would be advantageous. We encourage applicants within a firm of any sized environment from small independent to Top Tier firm backgrounds to get in touch! Your continued development, welfare, and flexibility is of key importance to us and much like the ourselves, you should want to be part of a culture where care, success, and enjoyment is encouraged and acted upon. We are somewhere where you’ll be offered lots of support, technical development, and career progression! This is an opportunity to work within a progressive accountancy firm, one that rewards its people, encourages personal career growth and development and doesn’t 'pigeonhole’ anyone! If you feel you have the necessary skills and experience to be successful in this role click on "APPLY" today, forwarding an up to date copy of your CV for consideration in the first instance! No agencies please.

Paraplanner, Stoke-on-Trent Hybrid Up to £40,000 This role is best suited to those with 2 years paraplanning experience who also have their level 4 qualification. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Business This is a large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK. This role is based in their Stoke-on-Trent Office. Role In this role you will be supporting the firms experienced advisors to ensure they are giving the best financial advice to their large client base. This includes preparing client suitability and annual review reports, ensuring they adhere to both FCA and firm guidelines. In addition, you will research products, funds and investments, undertake tax calculations and keep up to date with tax rule changes. Benefits Hybrid workingUp to £40,000 Salary31 holiday days (Including bank holidays)Income protectionLife insuranceEmployee Assistance programFinancial and personal well-being supportVirtual GP appointmentsCompany sick pay If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.

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.