Paraplanner salaries in Whiteley, HAM

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

£30,000 - £40,000 a year

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

£25,000 a year

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

Communicating with clients via telephone and email. Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds.

£28,000 - £35,000 a year

4 days ago

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

11 days ago