£28,607
Avg. Salary
Avg. Hourly Rate
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The average pay for a Financial Paraplanner is {{pay}} per hour.

The average pay for a Financial Paraplanner is £28,607 per year.

£0.00
10%
£0.00
50%
£0.00
90%
MEDIAN £0.00
£17k
10%
£29k
50%
£39k
90%
MEDIAN £28,607
£17,486 - £38,974
£17K
£29K
£39K
MEDIAN: £28,607
10%
50%
90%
£0£41K
Salary £17,486 - £38,974
Bonus £2,000
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
£17,832 - £41,184
  • Country: United Kingdom
  • Currency: GBP
  • Updated: 17 Feb 2019
  • Individuals Reporting: 14

Job Description for Financial Paraplanner

Financial paraplanners are primarily responsible for assisting financial planners and associate financial planners in a wide range of tasks and services. Paraplanners work by using computer software and a printer to assemble meeting documents, produce financial reports, and update and maintain financial data in financial planning software. They also prepare documents such as investment management agreements, financial planning agreements, account applications, and account transfers.

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Financial Paraplanner Tasks
  • Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and coordinate marketing events.
  • Research financial databases and products that match clients' needs.
  • Construct visual aides including charts, graphs, and tables to be used in meetings with clients.

Financial Paraplanner Pay By Employer

$0$45K

$42,097

Financial Paraplanner Job Listings

Key Stats for Financial Paraplanner

Gender

Female
75 %
Male
25 %
1-4 years
21%
5-9 years
29%
10-19 years
43%
20 years or more
7%

Gender

Female
75 %
Male
25 %

Years of Experience

1-4 years
21%
5-9 years
29%
10-19 years
43%
20 years or more
7%

Common Health Benefits

medical benefits
Medical: 25%
dental benefits
Dental:
vision benefits
Vision: 25%
no benefits
None: 75%