Average Paraplanner Advisor salary in the UK

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.

Paraplanner £40,000 - £50,000 + Progression + Training + Mon-Fri + Company Benefits Dartford Are you a newly qualified or part-qualified Paraplanner looking to join a tight knit Financial Services company known for looking after their staff, who will offer you support in acquiring further qualifications, progression to advisor and potential chartership in the future? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team. Your role will involve writing reports, conducting research, and general paraplanning activities. The business encourages promotion from within and will look to move you into future advisory positions and potential chartership. They will also support you with gaining any exams you may want to sit. The role would suit a newly qualified or part-qualified Paraplanner, looking to join a business with a tight knit company culture, study support and the opportunity to progress your career within financial management. The Role: Preparing reports detailing the consultants recommendations for clientsConducting market researchGeneral ParaplanningMonday to Friday (9AM-5PM)Progression / Training Support The Person: Newly Qualified or Part-Qualified ParaplannerLooking for future progressionCommutable to Dartford Reference: BBBH13011A Keywords: Paraplanner, Paraplanning, Finance, Financial Advisor, Financial, Wealth Management, Wealth, Research, Reports, Dartford, London, Kent If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.