At a Glance
- Tasks: Provide high-quality technical support, conduct fund research, and write detailed reports.
- Company: Integro Partners, a supportive and innovative firm in the North West.
- Benefits: Hybrid work model, career development opportunities, and a collaborative team environment.
- Other info: Join a team focused on efficiency and continuous improvement.
- Why this job: Make impactful recommendations while developing your skills in a dynamic setting.
- Qualifications: Experience as a Paraplanner with strong analytical and compliance skills.
The predicted salary is between 40000 - 50000 £ per year.
Integro Partners in the North West Hybrid is seeking an experienced Paraplanner to provide high-quality technical support to Advisers.
You will conduct fund research, cashflow modelling, and product comparisons, and write detailed reports with robust suitability recommendations.
As a Paraplanner, you’ll challenge proposed solutions, ensure compliance, and help improve processes to drive efficiency across the team, while developing your career in a supportive environment.
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Paraplanner - Impactful Analysis & Recommendations (Hybrid) employer: Integro Partners
Join a respected wealth management firm in Balsall Common, where you will be part of a professional and client-focused team dedicated to delivering exceptional financial advice. With a competitive salary and comprehensive benefits, you'll enjoy a supportive work culture that fosters collaboration and long-term career development, allowing you to thrive as you build meaningful relationships with clients.
