At a Glance
- Tasks: Support financial advisers and prepare reports while conducting research on pensions and investments.
- Company: Integro Partners, a dynamic wealth management firm in Solihull.
- Benefits: Hybrid working, strong study support, and clear progression opportunities.
- Other info: Join a supportive team and work towards your RO exams or Level 4 Diploma.
- Why this job: Kickstart your career in wealth management with hands-on experience and professional growth.
- Qualifications: No prior experience needed; enthusiasm for finance and willingness to learn is key.
The predicted salary is between 38250 - 46750 £ per year.
Integro Partners is seeking a Paraplanner / Trainee Paraplanner to join their wealth management team in Solihull.
The role offers hybrid working (3 days in the office, 2 days WFH) and strong study support with clear progression opportunities.
The candidate will support advisers across financial planning cases, prepare suitability reports, and conduct research across pensions and investments.
RO exams or Level 4 Diploma progression is encouraged.
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Hybrid Paraplanner/Trainee - Grow in Wealth Management in Shirley 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.
