Hybrid Paraplanner - Tailored Financial Reports in Euxton

Hybrid Paraplanner - Tailored Financial Reports in Euxton

Euxton Full-Time 40500 - 49500 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Create tailored financial reports and support advisers in a client-focused team.
  • Company: Integro Partners, a dynamic advisory firm in North Manchester.
  • Benefits: Enjoy hybrid work with two remote days and a supportive team environment.
  • Other info: Join a collaborative team with opportunities for growth and learning.
  • Why this job: Make a real difference in clients' financial journeys while developing your skills.
  • Qualifications: Attention to detail and experience in financial planning or paraplanning.

The predicted salary is between 40500 - 49500 Β£ per year.

Integro Partners in the North Manchester area is seeking a Paraplanner to join a client-centric advisory team.

This hybrid role offers two days of remote work each week, with a focus on delivering accurate financial planning reports and supporting advisers.

You will interpret client files, conduct product research, and collaborate with the Technical Team Leader to ensure compliant, well-presented documentation.

A strong attention to detail is required.

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Hybrid Paraplanner - Tailored Financial Reports in Euxton employer: Integro Partners

Join a progressive independent financial advice business that values work-life balance and offers flexible working arrangements, including three days from home. With a strong commitment to employee growth, you will have access to a comprehensive staff benefit scheme and opportunities to develop your skills in a supportive environment. This company fosters a collaborative culture where your contributions are valued, making it an excellent place for motivated Paraplanners to thrive.

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Contact Details:

Integro Partners Recruitment Team

We think you need these skills to ace Hybrid Paraplanner - Tailored Financial Reports in Euxton

Financial Planning
Report Writing
Client File Interpretation
Product Research
Documentation Compliance
Attention to Detail
Collaboration Skills