Average Paraplanner 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 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.