At a Glance
- Tasks: Produce detailed reports and conduct technical research in financial planning.
- Company: Integro Partners, a collaborative team in the North West.
- Benefits: Hybrid working, competitive salary, and professional development opportunities.
- Other info: Adhere to FCA Consumer Duty and maintain precise client records.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: 3+ years in paraplanning and Level 4 Diploma (or near completion).
The predicted salary is between 38250 - 46750 £ per year.
Integro Partners is seeking an experienced Paraplanner to join its collaborative technical team in the North West on a hybrid basis. You will produce detailed, compliant reports and conduct technical research across pensions, investments, protection, bonds and trusts to support advisers.
With 3+ years in a paraplanning role and a Level 4 Diploma (or near completion), you’ll contribute to high-quality financial planning, adhere to FCA Consumer Duty, and help maintain precise client records.
Hybrid Paraplanner - Technical Financial Planning Expert in West Kirby 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.
