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For Companies At a Glance
- Tasks: Join our team as a Paraplanner, focusing on technical work and client communication.
- Company: We are a well-established Financial Planning firm in South Manchester.
- Benefits: Enjoy flexible hours, hybrid work, private medical insurance, and salary reviews.
- Why this job: This role offers hands-on experience and the chance to work with experienced professionals.
- Qualifications: You need at least 2 years of Paraplanning experience and a Diploma Qualification.
- Other info: Contact Georgia at Integro Partners if you're interested in this exciting opportunity.
The predicted salary is between 28000 - 42000 £ per year.
Paraplanner (Clear Progression into Advising) Location: South Manchester
Salary: £40,000+ DOE
Working Pattern: Mainly office-based Up to 2 days WFH considered
I m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit a Paraplanner with ambitions to move into an Adviser role over time. This is a strong opportunity for someone seeking a clear development pathway, working closely with an Adviser as part of a pod‑style structure.
The Opportunity
- Join the business as a Paraplanner with a defined progression pathway into advising
- Work closely with an Adviser who is building their own client pod
- Gain increased exposure to the advice process and client interactions
- Develop the skills and experience needed to move into an Adviser role long term
The Role
Your initial focus will be on paraplanning and technical support, including:
- Preparing suitability reports, financial plans and client recommendations
- Conducting research across pensions, investments, protection and tax planning
- Supporting adviser meetings and follow‑up documentation
- Working closely with the Adviser and wider team to deliver high‑quality advice
- Gradually increasing client exposure as your experience develops
Salary & Benefits
- Salary of £40,000+ DOE
- Annual salary review each summer
- Annual bonus linked to a percentage of company profits
- Private medical insurance
- Company pension scheme
- Hybrid working available (up to 2 days WFH), though the business is mainly office‑based
If you re a Paraplanner based in or around South Manchester who is keen to develop towards an Adviser role within a supportive and structured environment, please apply or get in touch for more details.
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Paraplanner employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with other Paraplanners and Financial Advisers. This can help you learn about job openings and get referrals.
✨Tip Number 2
Showcase your technical skills by discussing specific cases you've worked on in previous roles. Be prepared to explain your approach to complex cases during interviews, as this will demonstrate your expertise and problem-solving abilities.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current industry standards will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 4
Prepare thoughtful questions for your interview that reflect your understanding of the role and the company. This shows your genuine interest in the position and helps you stand out as a candidate who is engaged and proactive.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in Paraplanning, especially any technical work and exposure to complex cases. Use specific examples to demonstrate your skills and qualifications.
Craft a Compelling Cover Letter: Write a cover letter that addresses why you are interested in this role and how your background aligns with the expectations outlined in the job description. Mention your Diploma Qualification and your experience in client communication.
Showcase Your Technical Skills: In your application, emphasise your technical Paraplanning skills and any experience with report writing. This is crucial for the role, so provide clear examples of your past work that demonstrate your capabilities.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is essential in the financial planning industry.
How to prepare for a job interview at Integro Partners
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of the advice process and technical Paraplanning. Be prepared to discuss specific cases you've worked on and how you approached them.
✨Highlight Your Client Interaction Skills
Since you'll be a point of contact for clients, emphasise your communication skills. Share examples of how you've effectively managed client relationships and addressed their needs throughout the planning process.
✨Prepare for Report Writing Questions
Given the importance of report writing in this role, be ready to discuss your experience with both annual reviews and new business reports. Consider bringing samples of your work to showcase your writing style and attention to detail.
✨Understand the Company Culture
Research the financial planning firm you're interviewing with. Understanding their values and culture will help you tailor your responses and show that you're a good fit for their team.
