Average Paraplanner Home salary in the UK

A fantastic opportunity has arisen for an experienced Paraplanner to join a top tier advice practice. Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opportunity. The primary duties for this role includes 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.This role offers full flexibility to work from home or from offices in central Birmingham.Accountabilities: Prepare suitability reports across a wide range of financial planning and investment solutionsCarry out technical researchKeep client records updatedWork closely with the Financial Planner to ensure the correct client centric outcomeAttend client meetings supporting financial plannersResponsible for managing process, tasks and complying with FCA guidelinesContinue to develop industry knowledgeKnowledge and Attributes:Diploma level 4 or above is essentialExperience gained as a Paraplanner or in a similar type of roleReport writing skillsSkills in carrying out researchExcellent attention to detailAble to multitask and prioritise effectivelyExcellent communication skill and stakeholder management skillsTeam player with a hands-on motivated approachThis role comes with an excellent salary and benefits package. Remote working or hybrid working available. 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 fantastic opportunity has arisen for an experienced paraplanner to join a top tier advice practice. Idex are working with a prestigious client to search for a candidate with previous experience in a Paraplanner role.The primary duties for this role includes 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.This role offers full flexibility to work from home or from offices in central Birmingham.Accountabilities: Prepare suitability reports across a wide range of financial planning and investment solutionsCarry out technical researchKeep client records updatedWork closely with the Financial Planner to ensure the correct client centric outcomeAttend client meetings supporting financial plannersResponsible for managing process, tasks and complying with FCA guidelinesContinue to develop industry knowledge Qualifications, Skills, Knowledge and Attributes: Diploma level 4 or above is essentialExperience gained as a Paraplanner or in a similar type of roleReport writing skillsSkills in carrying out researchExcellent attention to detailAble to multitask and prioritise effectivelyExcellent communication skill and stakeholder management skillsTeam player with a hands-on motivated approach 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.

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.