At a Glance
- Tasks: Prepare reports, conduct research, and support advisers in financial planning.
- Company: A forward-thinking financial planning firm with a modern culture.
- Benefits: Competitive salary, annual bonus, private medical insurance, and hybrid working options.
- Other info: Clear progression opportunities and a collaborative work culture.
- Why this job: Join a supportive team and develop your skills in a dynamic environment.
- Qualifications: Experience in IFA/Wealth Management or strong administrative skills; ambition to learn.
The predicted salary is between 40000 - 40000 £ per year.
I am currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment.
The Opportunity
- Join a collaborative financial planning firm with a modern culture
- Work closely with Advisers as part of a pod-style structure
- Gain exposure to a broad range of pensions, investments, and financial planning cases
- Develop your technical knowledge and paraplanning capability within an experienced team
- Clear long-term progression and development opportunities available
The Role Responsibilities
- Preparing suitability reports and client recommendations
- Conducting research across pensions, investments, protection, and tax planning
- Supporting adviser meetings and producing follow-up documentation
- Assisting with financial planning cases from initial research through to implementation
- Working closely with Advisers and the wider support team to deliver excellent client outcomes
What They’re Looking For
- Experience within an IFA / Wealth Management environment
- Existing paraplanning experience OR strong IFA administration / technical support experience
- Some RO exams completed or currently studying towards qualifications
- Strong communication and organisational skills
- Ambitious mindset with a willingness to learn and develop
Salary & Benefits
- Salary of £40,000+ DOE
- Annual salary review each summer
- Annual bonus linked to company profits
- Private medical insurance
- Company pension scheme
- Hybrid working available (up to 2 days WFH)
If you are a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.
Paraplanner | Hybrid Wealth Management Role in Manchester employer: Integro Partners
Join a dynamic and innovative financial planning firm in South Manchester, where you will thrive in a collaborative and modern work culture. With a strong focus on employee development, you will have access to clear progression pathways, ongoing training, and the opportunity to work closely with experienced advisers in a supportive environment. Enjoy competitive benefits including a salary of £40,000+, annual bonuses, private medical insurance, and the flexibility of hybrid working arrangements.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner | Hybrid Wealth Management Role in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in paraplanning or wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to financial planning and think about how your skills can contribute to their success. We want you to shine!
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you'll need to explain complex concepts clearly. Try mock interviews with friends or family to get comfortable discussing your experience and knowledge.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner | Hybrid Wealth Management Role in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant paraplanning or IFA administration experience, and don’t forget to mention any RO exams you've completed or are currently studying for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your background makes you a great fit. Be sure to mention your ambition to learn and develop within the financial planning field.
Showcase Your Communication Skills:Since strong communication is key in this role, make sure your application is clear and well-structured. Use concise language and avoid jargon to demonstrate your ability to convey information effectively.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning. Familiarise yourself with the latest trends and regulations in the wealth management sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Whether you're an experienced Paraplanner or a Trainee, be ready to discuss your previous roles in detail. Highlight any relevant experience in preparing suitability reports, conducting research, or supporting adviser meetings. Use specific examples to demonstrate how you've contributed to client outcomes in the past.
✨Ask Smart Questions
Prepare thoughtful questions to ask during the interview. Inquire about the firm's approach to professional development, the team structure, or how they support their employees in gaining further qualifications. This shows that you're proactive and serious about your career growth.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm is looking for someone who fits into their collaborative culture, so be genuine and express your enthusiasm for the opportunity. A positive attitude can go a long way!
