At a Glance
- Tasks: Support Independent Financial Advisers with paraplanning activities and client administration.
- Company: Integrity365, a growing firm focused on high-quality client service.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Exciting opportunity to grow within a rapidly expanding company.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and strong administrative skills.
Integrity365 is seeking a capable Paraplanner to join the team at our High Wycombe office. We are expanding and looking for individuals with financial planning experience to deliver high-quality client service.
The role involves supporting Independent Financial Advisers with paraplanning activities, using Intelliflo, and contributing to a smooth client experience through accurate, timely administration.
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Paraplanner for Independent Financial Advisers in High Wycombe employer: Integrity365
Integrity365 is an excellent employer that values its employees by fostering a collaborative and supportive work culture in the heart of High Wycombe. With a focus on professional development, we offer ample growth opportunities for our team members, ensuring they can enhance their skills while contributing to meaningful client outcomes. Join us to be part of a dynamic team dedicated to delivering exceptional financial planning services.
