Salary for senior paraplanner

Average salary


3600 £

Basic salary 2500 £
Maximum Wage 4600 £
2500 £
Lowest
3550 £
Average
4600 £
Highest

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

The average salary for the senior paraplanner position is 3600 £

Companies with the highest earnings in position Senior paraplanner
5000 £
5000 £
4583 £
4583 £
BREVERE GROUP
Based on 3 job offers
4444 £
FINANCIAL DIVISIONS
Based on 20 job offers
4187 £
INDEPENDENT RESOURCING CONSULTANCY
Based on 12 job offers
4167 £
BURGH RECRUITMENT
Based on 3 job offers
4167 £
ARTEMIS RECRUITMENT CONSULTANTS
Based on 20 job offers
4166 £
4166 £

Salary in companies


CHECKED RECRUITMENT 5000 £
2500 £ 5000 £
APPOINTED 5000 £
2500 £ 5000 £
WESTMINSTER WEALTH MANAGEMENT LLP 4583 £
2500 £ 5000 £
TAYLOR JAMES PROFESSIONAL RECRUITMENT 4583 £
2500 £ 5000 £
BREVERE GROUP 4444 £
2500 £ 5000 £
FINANCIAL DIVISIONS 4187 £
2500 £ 5000 £
INDEPENDENT RESOURCING CONSULTANCY 4167 £
2500 £ 5000 £
BURGH RECRUITMENT 4167 £
2500 £ 5000 £
ARTEMIS RECRUITMENT CONSULTANTS 4166 £
2500 £ 5000 £
THE BURFORD RECRUITMENT COMPANY 4166 £
2500 £ 5000 £

Comment on the job position of senior paraplanner

Benefits


  • profit sharing

Requirements


  • basic salary: Up to £60,000 per annum
  • paraplanning
  • financial Planners
  • certified Financial Planner
  • demonstrable experience in a paraplanning / technical role within financial planning or wealth management
  • chartered Financial Planner status
  • understand the regulatory framework, ethics and principles of the advice process
  • unrestricted rights to work in the UK
  • the role would suit a positive and energetic paraplanner with an empathetic approach, comfortable developing trusting client relationships, working with initiative and taking responsibility
  • financial Services
  • holistic Financial Planning
  • private Client Services
  • technical Support
  • independent Financial Advice
  • wealth Management
  • wealth Management Services
  • assisting in providing solutions to client’s needs and providing a service which exceeds their expectations
  • qualified to Diploma Level
  • dealing with daily client and provider enquiries
  • at least one year’s previous experience in a holistic paraplanning role

Responsibility


  • we're looking for a talented Senior Paraplanner to work for our client
  • if that's you then you could be exactly what they're looking for
  • up to £60,000 per annum + Bonus & Benefits
  • they want to recruit someone with demonstrable experience of the financial services industry of which a minimum of 3 years has been in paraplanning within a firm of financial advisors
  • understand compliance requirements and be dedicated to ensuring all files and documents are compliant
  • prepare review meeting paperwork
  • update client records
  • preparing for & attending client meetings
  • gathering & analysing comprehensive, detailed information from clients
  • extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • our client, an award winning and chartered firm of financial planners are looking to recruit a Chartered Paraplanner to join their city of London based team
  • to complete compliant suitability reports
  • cashflow modelling
  • carrying out regular reviews of clients’ financial plans, circumstances & their objectives
  • dealing with complex client queries
  • our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its client’s financial future
  • purpose of role
  • offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace
  • fantastic Opportunity for a Paraplanner to join a well-established directly authorised firm, based in Knutsford
  • you must have at least 3 years’ experience in a similar role and hold the relevant qualifications

Current offers for the position


CROWN WEALTH MANAGEMENT
Senior Paraplanner

The ideal candidate will be crucial in supporting our financial planning activities by providing comprehensive reports and technical administrative and…

Shrewsbury

ST BARTS FINANCE
Senior Paraplanner / Manager

At least 2 years experience in a Financial Services administration/paraplanning role. An exciting opportunity has arisen for a fully qualified and experienced…

Ferndown

CAPIO RECRUITMENT
Senior Paraplanner

Working with Financial Planners across the region delivering research, analysis and quality suitability letters to aid the provision of holistic financial…

Newcastle upon Tyne

CAPIO RECRUITMENT
Senior Paraplanner

Working with Financial Planners across the region delivering research, analysis and quality suitability letters to aid the provision of holistic financial…

Bristol

GRAHAM WEALTH AND INVESTMENTS
Senior Paraplanner

Good product and solutions knowledge from across the market to include but not limited to pensions, investments (in particular, model portfolios as a core…

London

ANTONY GEORGE RECRUITMENT
Senior Paraplanner

Will have experience of the full range of financial products including and used to dealing with multiple providers (products, platforms, pensions).

Birmingham

ST. JAMES'S PLACE WEALTH MANAGEMENT PLC
Senior Paraplanner

Undertake research to identify suitable solutions to meet the client’s needs, this will involve obtaining information, quotes, illustrations and product details…

Beckenham

APPOINTED
Senior Paraplanner

Chartered financial planning practice just outside Horsham who specialise in delivering bespoke financial planning, tax planning and wealth management solutions…

West Grinstead