Paraplanner
Up to £45,000 DOE
Hybrid (North West based)
We're looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you\'ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients.
What you\'ll be doing
- Conduct fund/provider research, cashflow modelling, and product comparisons
- Write detailed reports and build suitability recommendations
- Provide technical support to Advisers and Sales Support
- Review work from Paraplanning Administrators and ensure compliance standards are met
- Help improve processes to drive efficiency across the team
What we\'re looking for
- Diploma (Level 4) qualified or working towards it
- Strong knowledge of financial planning processes and core financial products
- Excellent attention to detail and ability to challenge recommendations
- Confident working independently and as part of a team
- Strong organisational and interpersonal skills
This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports, while developing their career within a supportive team.
Paraplanner in Trafford 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.
