Paraplanner
Paraplanners help financial advisers with technical and administrative tasks.
Typical Salary
£24,000 – £45,000
per year
Working Hours
35–38
hours per week
Day-to-day tasks
As a paraplanner, you'll:
- prepare and write finance reports
- research financial funds and products
- provide admin support to financial advisers
- put together cash flow analysis
- keep client records up to date
Skills needed
- customer service skills
- knowledge of economics and accounting
- maths knowledge
- to be thorough and pay attention to detail
- sensitivity and understanding
- persistence and determination
- analytical thinking skills
- excellent verbal communication skills
- to be able to use a computer and the main software packages competently
How to get into this role
You can get into this job through:
- a college course
- an apprenticeship
- working towards this role
Career progression
You could:
- specialise in an area of finance like technology or pensions
- train to become a financial adviser
- become self employed, working as a freelance paraplanner