Hybrid Paraplanner – Life-Planning Impact & Growth

Integro Partners; Lancashire; Hybrid; GBP 32,000 - 38,000; Full time

Benefits offered by this job

Income protection

Life assurance

Employee assistance program

Wellness support

Financial wellbeing services

Job summary

Integro Partners in North Manchester is seeking a Paraplanner to join a values-driven financial planning team. The role offers hybrid working (2 days WFH) and a salary up to £38,000 DOE, plus 28 days holiday and bank holidays.

You will interpret adviser-client files, prepare detailed Financial Planning Reports, and collaborate with the Technical Team Leader and Compliance to ensure accuracy and regulatory adherence, contributing to Life Landscaping values.

Responsibilities

• Accurately interpret adviser-client files to fully understand client objectives and adviser instructions, transforming them into clear and compliant Financial Planning Reports
• Conduct thorough research and analysis to identify the most appropriate products, providers, and investment funds tailored to each client s needs
• Collaborate closely with the Technical Team Leader to ensure all paraplanning activity is aligned and clearly communicated
• Liaise with the Compliance Team for any cases requiring pre-sale approval, ensuring adherence to internal and regulatory standards
• Prepare detailed Financial Planning Reports within agreed timelines, ensuring precision in spelling, structure, and presentation
• Maintain accurate and up-to-date records on the paraplanning log and other internal system
• Take ownership of your professional development through a Personal Development Plan, maintaining performance standards and expanding technical knowledge

Job description

Integro Partners in North Manchester is seeking a Paraplanner to join a values-driven financial planning team. The role offers hybrid working (2 days WFH) and a salary up to £38,000 DOE, plus 28 days holiday and bank holidays.

You will interpret adviser-client files, prepare detailed Financial Planning Reports, and collaborate with the Technical Team Leader and Compliance to ensure accuracy and regulatory adherence, contributing to Life Landscaping values.