Integro Partners in the North West is seeking an experienced Paraplanner to provide high-quality technical support to Advisers. You will conduct fund research, cashflow modelling, and product comparisons, and you’ll write detailed reports and build suitability recommendations.
This role demands a Diploma (Level 4) or progression towards it, a strong grasp of financial planning processes, and the ability to challenge recommendations.
#J-18808-LjbffrParaplanner: Research, Modelling & Value-Driven Advice 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.
