Average Paraplanner salary in the UK

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market.Responsibilities: Preparing pre-approval documentation prior to report writing.Utilising all technology to produce accurate solutions for clients.Providing accurate, timely and compliant suitability reports.Ensuring all advice documentation is compliant according to FCA guidelines.Working with the adviser to gather sufficient client information. Perks: Private medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leave The successful candidate will need to be based local to Bristol and be Level 4 Diploma qualified.If this role sounds like it could be for you, and you would like some more information please send your CV to 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.

My client is currently looking for a detail-oriented and analytical Paraplanner to join their team in Chester. In this role, you will work closely with Financial Advisors to support the financial planning process and ensure the delivery of high-quality advice to our clients.Responsibilities: Conduct comprehensive financial analysis to assist in the development of financial plansGather and organize client financial information, including income, expenses, assets and liabilitiesUse financial planning software to model various scenarios and projectionsPrepare and review investment proposals and reports for clientsCollaborate with Advisors to develop and implement customized financial strategiesStay abreast of industry trends, regulations and changes in financial marketsConduct research on financial products and investment opportunitiesEnsure compliance with regulatory requirements and company policiesMaintain accurate and up-to-date client records Requirements: Ideally a CII L4 diploma or close to completing thisStrong analytical and problem-solving skillsExcellent communication and interpersonal skillsProficiency in financial planning software and Microsoft OfficeAttention to detail and high level of accuracyAbility to work collaboratively in a team environmentKnowledge of financial markets, products and investment strategiesUnderstanding of regulatory and compliance requirements in the financial industryPrior experience in a similar role within the financial services sectorPrior use of Genovo and/or Intelliflo Office would be useful Benefits 25 Days holidayPension schemeDeath in serviceHybrid working For more information please contact Graeme Hyland on or email 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 - Hybrid and flexible working Paraplanner required by a growing wealth management company in Fife. This firm provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments, and protection. Responsibilities include: Working closely with the Financial Planners, to offer tailored solutions to clientsPreparing for client meetings including checking that all compliance paperwork is presentAttending client meetings and taking minutesAnalysing and interpreting data obtained during client meetingsAnalysing client's existing products to determine whether they meet the client's current objectivesFund performance comparisonsPreparing product comparisons and analysing comparison illustrationsPreparing cashflow plans using Voyant SoftwarePreparing draft recommendation reports in line with the Company's compliance proceduresAnalysing client's asset allocations and providing recommendations for rebalancing where necessaryCompleting the FCA pension switching and replacement product templatesMaintaining client files in line with company standardsBuilding and maintaining client relationships through face to face and written/telephone communication To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.