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Date Added: Sat 31/05/2025

Paraplanner

Altrincham, UK
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Company: INTEGRO PARTNERS LTD

Job Type: Permanent, FullTime

Salary: £35,000 - £45,000 per annum

Paraplanner£35,000 – £45,000 depending on experienceHybridSouth Manchester  Are you an experienced Paraplanner looking for a new opportunity to work for a larger, established firm? Are you feeling underappreciated for the work you do & experience you bring to the team?  If either of the above are true then this role should be of interest:    A Financial Planning firm are looking to hire an individual with a strong background in technical Paraplanning and ideally some exposure complex cases. This individual needs to already have their Diploma Qualification.  This opportunity will be predominantly focused on adding hands on technical Paraplanning experience to the team, including demonstrating understanding of the advice process.  Expectations:
  • - Carrying out technical Paraplanning work.
  • - Being a point of contact for clients throughout the entire process
  • - Working closely with Financial Advisers and Administrators
  • - Experience of report writing both at annual review and new business level
  Benefits:
  • - Flexible working hours and hybrid working
  • - Private Medical Insurance for yourself, partner and children
  • - Group Pension, Death in Service and Income Protection
  • - Salary reviews
    There is a minimum requirement of 2 years’ experience in Paraplanning, as well as the Diploma Qualification. If you meet this, and are interested in the opportunity then please contact Sam at Integro Partners.
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