Paraplanner salaries in Upper Meon Valley, HAM

Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified. Strong knowledge of retail investments, pensions,…

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

Up to £40,000 a year

3 days ago

Knowledge of pensions, investments, and protection products beneficial. Professional and confident manner with clients and stakeholders.

£25,000 a year

Assist in the preparation of client financial plans, including cash flow analysis, investment strategies, and retirement planning.

£30,000 - £40,000 a year

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

Building effective relationships with customers, advisers and paraplanners in your immediate POD. Financial planning administrator: 2 years (required).

£28,000 - £32,000 a year