Paraplanner salaries in Grayshott, SRY

Review policy information prepared by the administration team. Liaise with Advisers, the administration team, providers, network and clients.

Up to £40,000 a year

Answer telephones and deal with client non-advice queries. Conduct technical research into products, providers, and planning strategies.

£27,000 - £35,000 a year

Must hold Level 6 Advanced Diploma. Research products and services to make suitable recommendations. Maintain relationships with product and service providers.

Up to £50,000 a year

Confidence dealing with high‑net‑worth clients. Deliver holistic financial planning across investments, pensions, protection, and tax.

Ensuring the Backoffice system (IO) is kept up to date and tasks for processing recommendations are completed in a timely manner and checked.

£25,000 - £28,000 a year

5 days ago

Carrying out filing, scanning, telephone answering and other general administrative tasks. Obtaining, checking and processing ID and letters of authority.

Up to £29,000 a year