At a Glance
- Tasks: Support advisers, prepare reports, and research pensions and investments.
- Company: Integro Partners, a growing wealth management team in Solihull.
- Benefits: Hybrid work model, strong study support, and clear career progression.
- Other info: Enjoy a supportive environment with opportunities for personal and professional growth.
- Why this job: Join a dynamic team and kickstart your career in wealth management.
- Qualifications: No prior experience needed; just a passion for finance and learning.
The predicted salary is between 38250 - 46750 £ per year.
Integro Partners in Solihull is seeking a Paraplanner / Trainee Paraplanner to join an expanding wealth management team.
Hybrid pattern: 3 days in the office and 2 days working from home, with strong study support and clear progression paths.
The role focuses on supporting advisers, preparing reports, researching pensions and investments, and assisting with technical calculations while maintaining compliant records.
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Paraplanner Pathway - Hybrid, Study Support & Growth 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.
