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 £
MB FITZGERALD Based on 20 job offers	4447 £
PROGENY Based on 16 job offers	4166 £
DAVIES RESOURCING Based on 5 job offers	4111 £
CANDIDATE SOURCE Based on 2 job offers	3750 £
CHECKED RECRUITMENT Based on 2 job offers	3750 £
RESOURCE SOLUTIONS 1 review Based on 2 job offers	3750 £
KENNEDY PEARCE CONSULTING	3750 £
OAK PRIVATE WEALTH	3750 £

Salary in companies

PIP LEGAL	12375 £	1700 £ 12375 £
TRUESTAR TALENT	5000 £	1700 £ 12375 £
MB FITZGERALD	4447 £	1700 £ 12375 £
PROGENY	4166 £	1700 £ 12375 £
DAVIES RESOURCING	4111 £	1700 £ 12375 £
CANDIDATE SOURCE	3750 £	1700 £ 12375 £
CHECKED RECRUITMENT	3750 £	1700 £ 12375 £
RESOURCE SOLUTIONS	3750 £	1700 £ 12375 £
KENNEDY PEARCE CONSULTING	3750 £	1700 £ 12375 £
OAK PRIVATE WEALTH	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
CII Diploma in Financial Planning/Regulated Financial Planning as a minimum with an interest in working toward Chartered Status
proven experience in a paraplanning role gained within an advisory practice
compliance
paraplanning
wealth Management
qualified to or studying towards Diploma level qualification in Financial Planning
extensive experience of financial services
excellent understanding of the Financial Planning process
previous Financial Planning Analyst experience; specifically, a previous role guiding the strategy for advisers
respected member of a FP team with history or being the ‘go-to’ lead for advice queries
analytical Skills
client Meetings
communication Skills
professional Services
financial Planners
demonstrable experience of paraplanning gained with a proven solid technical knowledge
proven track record of delivering written financial advice
good organisation and prioritisation skills; able to work independently and within a team

Responsibility

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
support the Financial Planners in research and analysis to meet client needs and objectives
prepare client financial plans and suitability reports/letters for Financial Planners – including annual reviews, new business, or ad hoc advice reports
to be successful you’ll need to bring…
manage the presentation of technical data to the Financial Planners
CII Diploma in Financial Planning/Regulated Financial Planning
progeny is the first and only UK firm to bring together independent financial planning, investment management, tax, HR and legal counsel all in one place
progeny is the first and only UK firm to bring together independent financial planning, investment management, tax, HR, and legal counsel all in one place

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Exeter