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 £

Similar positions


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Salary in companies


CHECKED RECRUITMENT 5000 £
2500 £ 5000 £
WESTMINSTER WEALTH MANAGEMENT LLP 4583 £
2500 £ 5000 £
TAYLOR JAMES PROFESSIONAL RECRUITMENT 4583 £
2500 £ 5000 £
BREVERE GROUP 4444 £
2500 £ 5000 £
ANTONY GEORGE RECRUITMENT 4416 £
2500 £ 5000 £
FINANCIAL DIVISIONS 4187 £
2500 £ 5000 £
INDEPENDENT RESOURCING CONSULTANCY 4167 £
2500 £ 5000 £
BURGH RECRUITMENT 4167 £
2500 £ 5000 £
ARTEMIS RECRUITMENT CONSULTANTS 4166 £
2500 £ 5000 £
BWD SEARCH & SELECTION 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
  • administrative Duties
  • financial Planning
  • research
  • must have a minimum of 2 years Paraplanning experience

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
  • 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
  • to manage the paraplanning for new business
  • researching solutions and analysis of client situations
  • the purpose of this role is to act as a Senior Paraplanner within the business
  • contact, ensuring the highest possible standard of client service, working closely with
  • preparation of client suitability reports
  • working with the team to ensure a smooth process and clients are informed at all stages of the advice process
  • the Company
  • financial Advisers and IFA Administrators to support the client advisory process, playing a

Current offers for the position


CAREERSAT
Senior Paraplanner

You will hold the Diploma Level 4 qualification (or higher) and have a desire to achieve Chartered. Competitive salary with additional company benefits…

Nantwich

ALMOND FINANCIAL
Senior Paraplanner - Full Time

You will have a minimum of 3 full years of Paraplanning experience already and be minimum Diploma qualified. At least 3 full years' of Paraplanning experience,…

Lincoln

CLARK & JAMES
Senior Paraplanner - Fareham, Hampshire - £40,000 - £50,000 + benefits

Clark James are delighted to be working on behalf of a highly successful Financial Services firm based near Fareham, who are seeking an experienced Paraplanner.

Fareham

CHECKED RECRUITMENT
Senior Paraplanner

Up to £60,000 per annum + Bonus & Benefits We're looking for a talented Senior Paraplanner to work for our client. 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. If that's you then you could be exactly what they're looking for. - The Role: Reporting to the Head of Paraplanning and based in the company's Stoke-on-Trent office, as the Senior Paraplanner you will be primarily responsible for providing all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their advisors. In the job you'll be tasked with the following: Acting as a focal point for technical enquiries from advisors and paraplanning teamRevising and updating report templates in response to legislative changesAnalysing client information and existing investments/insurances, identifying any gaps in the clients financial plansConstructing appropriate solutions for clients and make recommendations in conjunction with the advisersWriting complex suitability reports for both existing and potential clients which are readable, compliant, and technically accurate, ideally able to work on complex db transfersLiaising with investment, and accounts and dealing with teams in respect of reviews of existing investments and feasibility of in-specie transfersIdentifying gaps in clients financial plans to increase sales opportunities - especially in protection products - The Candidate: The ideal candidate for this Senior Paraplanner role will have relevant experience of the financial services industry of which a minimum of 3 years has been in paraplanning within

Stoke-on-Trent

RECRUIT UK
Senior Paraplanner

Job Title: Senior Paraplanner Industry: Financial Services Location: Nottingham Salary: 35,000 - 45,000 Job Reference: 7965 Are you an experience Paraplanner looking for the next step? Job Description: Recruit UK is working on an excellent opportunity...

Nottingham