Salary for paraplanner

Average salary

2700 £

Basic salary	1700 £
Maximum Wage	5000 £

1700 £
Lowest

3350 £
Average

5000 £
Highest

paraplanner - How much money do you make working at this position?

The average salary for the paraplanner position is 2700 £

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PIP LEGAL Based on 2 job offers	12375 £
TRUESTAR TALENT Based on 4 job offers	5000 £
WORKFORCE STAFFING	4583 £
MB FITZGERALD Based on 20 job offers	4447 £
ONE LOMBARD INTERNATIONAL Based on 2 job offers	4167 £
REBELLION RECRUITMENT	4166 £
PROGENY Based on 4 job offers	4166 £
DAVIES RESOURCING Based on 5 job offers	4111 £
ENABLE RECRUITMENT GROUP Based on 2 job offers	3916 £
CANDIDATE SOURCE Based on 2 job offers	3750 £

Salary in companies

PIP LEGAL	12375 £	1700 £ 12375 £
TRUESTAR TALENT	5000 £	1700 £ 12375 £
WORKFORCE STAFFING	4583 £	1700 £ 12375 £
MB FITZGERALD	4447 £	1700 £ 12375 £
ONE LOMBARD INTERNATIONAL	4167 £	1700 £ 12375 £
REBELLION RECRUITMENT	4166 £	1700 £ 12375 £
PROGENY	4166 £	1700 £ 12375 £
DAVIES RESOURCING	4111 £	1700 £ 12375 £
ENABLE RECRUITMENT GROUP	3916 £	1700 £ 12375 £
CANDIDATE SOURCE	3750 £	1700 £ 12375 £

Comment on the job position of paraplanner

Requirements

an exciting opportunity has arisen for a FULL TIME, partial or fully qualified paraplanner to work based around the Southport area
the ideal person will need experience working within the Financial Services industry as a Paraplanner and have a working and competent knowledge of financial services products
previous paraplanner experience
product knowledge: SIPP, SSAS, DB, DC, EIS's, VCT's, Investment Bond's, Unit Trust's and protection
system experience: XPLAN, Selectapension, Dynamic planner, Trustnet
working towards FCA level 4 regulated and registered with the CII or equivalent
an understanding of the wealth management business in the UK
FCA level 4 regulated for a minimum period of 18 months, and registered with the CII or equivalent
ability to work independently, confidently and prioritise
understanding of client profiling, risk analysis and asset allocation
the ability to clearly articulate and escalate issues and solutions along with providing constructive challenge
strong analytical and lateral thinking, numerate and excellent time management skills
3 years experience within the wealth planning industry in a junior paraplanner role working towards FCA registration dealing with HNW and UHNW clients resident in the UK
client focused with a flexible, driven and team focused approach to work
minimum of 5 years experience within the wealth planning industry in a paraplanner role dealing with HNW and UHNW clients resident in the UK
level 4 Diploma in Financial Planning
experience in a financial planning technician or paraplanning gained within a financial planning firm
experience using a range of provider products, services, and capabilities
CII Diploma in Financial Planning/Regulated Financial Planning as a minimum with an interest in working toward Chartered Status
compliance

Responsibility

technical calculations including bond encashments, pension withdrawals and LTA calculations
technical calculations and solution shaping, including IHT planning, chargeable events, LTA calculations, carry forward calculations and plan encashment options
mbf are working with a national financial planning organisation to recruit an additional Paraplanner
paraplanner / Trainee Financial Planner - Alcester - Salary negotiable plus Bonus and benefits
we are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner
our client are true market leaders, they have won multiple industry awards and have an outstanding reputation
this role will be home based and has no requirement for the individual to visit an office
the business has offices across the UK with a very strong presence in the South West of England
the company specialise in providing Financial Planning services to HNW clients across the Midlands
our client is a highly reputable Wealth Manager with offices across the UK
the team are currently considering succession planning, with a couple of their Senior Advisors approaching retirement age
assist in the preparation of client reports and financial plans under the guidance of senior Paraplanners
lead, manage and work alongside a team of paraplanners in a Player/ Manager role; providing guidance, mentoring, and training as needed
supporting financial advisors with research, analysis and report writing
supporting financial advisors in preparing for client meetings
supporting the existing UK LWA sales team in the process of on-boarding new clients along with conducting ongoing client reviews and servicing. Also providing support to the LWA Senior Management team where required
liaising directly with clients where appropriate and contacting third parties for any additional information that maybe required or to answer third party questions/queries
overall responsibility for ensuring that the management of the LWA partners, introducers and third party database is carried out effectively ensuring appropriate documentation is completed and Compliance approval received to onboard the third party
support the coordination of all aspects of the tailor made, complex financial cross-border solutions until the transactions have been approved and agreed with all stakeholders
coordinate all aspects of the tailor made, complex financial cross-border solutions until the transactions have been approved and agreed with all stakeholders

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