At a Glance
- Tasks: Support Independent Financial Advisers by creating tailored financial plans for clients.
- Company: Integrity365, a trusted and transparent financial planning firm.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Offices across Scotland, Bristol, and High Wycombe with a client-focused approach.
- Why this job: Join a values-driven team and make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills and a passion for financial planning.
The predicted salary is between 49500 - 60500 £ per year.
Integrity365 is expanding its team of office-based paraplanners to support our Independent Financial Advisers. We welcome applications from individuals who share our values of trust, transparency and integrity to deliver high-quality financial advice and client experience.
With offices across Scotland, Bristol and High Wycombe, Integrity365 maintains independence and a client-focused approach, ensuring tailored financial plans for each client as they navigate mortgages, protection, investments.
Paraplanner – Holistic Financial Planning Support employer: Integrity365
Integrity365 is an exceptional employer that prioritises a supportive and collaborative work culture, making it an ideal place for Paraplanners to thrive. With a commitment to professional excellence and a holistic approach to financial planning, employees benefit from competitive packages, opportunities for growth, and the chance to work alongside highly qualified Independent Financial Advisers in the vibrant setting of High Wycombe. Our ethos of 'people ahead of process' ensures that both clients and employees are valued, fostering a rewarding environment for meaningful career development.
