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For Companies At a Glance
- Tasks: Support Financial Advisers by conducting research and preparing detailed financial planning reports.
- Company: A growing financial planning firm with a young, collaborative team.
- Benefits: Competitive salary, 10% bonus, exam support, and 25 days holiday.
- Why this job: Join a dynamic team and gain valuable experience in the financial services industry.
- Qualifications: Experience in an IFA environment and working towards CII Diploma in Regulated Financial Planning.
- Other info: Clear career progression opportunities and commitment to professional development.
The predicted salary is between 36000 - 60000 £ per year.
Location: Bury or Chester (Office-Based, 5 Days per Week)
Hours: Flexitime available between 8am 5pm
Salary: Competitive + 10% Bonus + Exam Support
Type: Permanent
About the Firm
- A well-established and growing financial planning firm with offices in Bury and Chester.
- A young, collaborative team.
- Clear career progression (several administrators have moved into adviser roles).
- A specialist professional sports division supporting footballers.
- Full commitment to professional development, including exam funding and study support.
The Opportunity
You will work closely with Financial Advisers to conduct research, analyse client needs, and prepare high-quality financial planning reports. This role involves producing detailed suitability reports, formulating recommendations, and ensuring all advice meets internal and regulatory standards. Candidates must have experience within an IFA environment and should be working toward or already hold the CII Diploma in Regulated Financial Planning, with long-term support provided to progress toward Chartered status.
Key Responsibilities – Paraplanning Duties
- Gather and analyse information on clients' existing financial arrangements.
- Conduct gap analysis and prepare strategy reports aligned to client goals.
- Research the market to identify suitable financial planning solutions.
- Write clear, compliant, plain-English suitability reports.
- Prepare research and quotations for client meetings.
- Produce valuations, portfolio commentary, and analysis.
- Liaise with advisers, providers, and clients throughout the process.
- Maintain accurate client records and back-office system updates.
- Assist with compliant submission of new business.
- Follow internal processes, workflows, and FCA requirements.
- Contribute to best practice across the paraplanning team.
- Participate in training, development, and exam study programmes.
Key Competencies
- Strong knowledge of the Financial Services market.
- Excellent understanding of FCA regulations and compliance.
- High attention to detail and quality assurance.
- Clear and confident communication skills.
- Strong teamwork and collaboration.
- Ability to plan, prioritise, and meet deadlines.
- Good IT skills and adherence to systems and processes.
Benefits
- Competitive salary.
- 10% annual bonus.
- Full exam support, including £500 per exam passed.
- 25 days holiday, increasing with length of service.
- Paid parking.
- Pension: 3% employer / 4% employee.
- Death in Service: 4x salary.
- PHI: 75% to age 65 (13-week deferred period).
Recruitment Process
- Stage 1: Online interview.
- Stage 2: Final face-to-face interview at either the Bury or Chester office.
Paraplanner in Accrington employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Accrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about paraplanning. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and be ready to discuss how your experience aligns with their needs. Practising common interview questions can help you feel more confident when it’s your turn to shine.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like suitability reports or strategy analyses, to demonstrate your expertise. This will help you stand out as a candidate who knows their stuff.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Paraplanner in Accrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in an IFA environment and any relevant qualifications, like the CII Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it clear and concise, and don’t forget to mention your teamwork skills!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, make sure to demonstrate this by avoiding typos and formatting errors. A polished application shows us you care about quality!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s straightforward and ensures your application goes directly to us. We can’t wait to hear from you!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of the Financial Services market and FCA regulations. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Skills
Prepare examples of how you've conducted gap analyses or produced suitability reports in previous roles. This will help demonstrate your experience in an IFA environment and your ability to meet the job's key responsibilities.
✨Practice Clear Communication
Since you'll be writing clear, compliant reports, practice explaining complex financial concepts in simple terms. This will not only help in the interview but also in your day-to-day work as a Paraplanner.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to professional development and the paraplanning team’s best practices. This shows your interest in growth and collaboration within the company.
