Average Paraplanner Adviser salary in the UK

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Elgin.As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing. You be working with pensions, investments, tax and protection products and will be dealing with a wide variety of different types of clients including high net worth.To be considered for the Paraplanner position you must already have experience in this area. Diploma level 4 or working towards it is essential.You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits. 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.

Paraplanner, 2 days in the office and scope to become an Adviser quickly.Competitive salary - depending on experience and qualifications.A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Glasgow. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.I am looking for a candidates with previous technical experience in a Paraplanner role. Ideally you will come from an independent firm of Financial Advisers, although those with restricted backgrounds will also be considered.You should be diploma qualified, or working towards this qualification and have excellent communication skills as you may be dealing directly with clients.Your main role will involve research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.As a growing business the role has scope for progression in the future into management or advising as they have an internal academy to push you on your career path.If this opportunity sounds like it could be of interest then please click apply and we will be in touch if your application is successful. 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.

A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it’s friendly and vibrant team. Paraplanner Job Purpose The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers. The team is made up of paraplanners and administrators: Paraplanners are referred to as Technical Support Analysts for client facing documents, carry out the technical research and analysis needed to produce the detailed client facing reports that explain to a client what course of action the adviser recommends and why this is suitable for them. Paraplanning Administrators (PPA), referred to as Technical Support Administrators for client facing documents, support the Paraplanners by gathering the relevant information from product providers and physically preparing the reports for the advisers in advance of client meetings/to issue in the post.. Paraplanner Principal Accountabilities The role of the Paraplanner is to collect, analyse and present data on behalf of the advisers. The Paraplanner deals mainly with analysis and presentation and is responsible for oversight of the work done by the PPA. The Paraplanner writes reports but is not simply a report writer. A good Paraplanner needs an understanding of the advisory process and will check and challenge where more suitable solutions might exist. They will be able to analyse existing assets quickly and accurately, based on the data collected by a PPA, to identify if better client outcomes can be achieved in alternative products. An exceptional Paraplanner will identify procedural points of failure, developing and adding to existing processes to improve the efficiency of the team. Paraplanner Main Responsibilities Provide analysis, detailed research of funds and providers, carry out calculations, build cashflow, report writing and product recommendations for presentation to clients and/or reports for sending to clients.Provide all advice within a strict ethical and compliance framework and under guidance from the Team LeaderProvide technical support and back up to Advisers and the Sales Support function.Complete portfolio reviews and rebalancing requestsUse knowledge of financial planning to question and challenge proposed solutions.Draft workflows and trading workflows off the back of the recommendations being made in the suitability report.Deal with client and insurer queries to completion via the telephone or in writingEnsure that quality assessments (peer review) have been carried out, evidenced, and signed off accordingly.Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required.To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time.Commit to continuous personal development and retain supporting records for inspection upon request by the Team LeaderManage own workflow position and provide updates on to the Team Leader Paraplanner Essential requirements Qualified to or studying towards Diploma level qualification (Level 4) in Financial PlanningExcellent understanding of the Financial Planning processExcellent understanding of the main financial products and the data required by paraplanners and advisers to analyse their ongoing suitability for clients.Able to work within defined business processes, as part of a team and individually on own initiativeAbility to achieve agreed outcomes without supervision, prioritising and planning own workload.Excellent interpersonal skillsAbility to produce detailed and accurate work consistently to a high standard.Good IT skills (notably MS Word and Excel, but also able to learn third party software such as Intelligent Office, FE Analytics and Selectapension)Desirable requirementsDesire to achieve Chartered status (Level 6)