Average Paraplanner Support salary in the UK

Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do?Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outcomes?If so, then we have the perfect opportunity for you!This is a fantastic opportunity to expand your experience and knowledge as a Paraplanner to join one of the best and technically gifted financial planning firms in the Midlands.Technical Paraplanner - key tasks and responsibilities: Develop a thorough understanding of the firm's advice processParticipating in and delivering financial research within agreed timeframes, on solutions and investments including VCTs, business relief, AIM, on an independent basis using a range of third-party research toolsProducing suitability reportsProvide technical support and administration Technical Paraplanner - key requirements: Diploma in Financial Planning as a minimum qualification requirementDemonstration of knowledge, interest and experience in financial planningExperience in an IFA (ideally financial planning) environment, demonstrating quality communications of constructive feedback Assistance with career development is outstandingAbout our client:A Sutton Coldfield based Chartered financial and life planning business. 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 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.

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.