Average Paraplanner Manager salary in the UK

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 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.

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.