Hybrid Paraplanner — Research, Reports & Analysis

Integro Partners Ltd; Dunfermline; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Staff Benefit Scheme

3 Days Working From Home

Job summary

Integro Partners Ltd is seeking a technical and motivated Paraplanner to join its UK-wide team. You will work with financial advisers to provide research, analysis, and report writing, supporting a professional and efficient service for clients and advisers.

The role offers flexible working, with multiple locations across the UK and three days of home working, enabling a better work-life balance while adhering to compliance standards and delivering high-quality financial planning support.

Qualifications

• Experience in a Paraplanning or similar support role.
• Strong analytical skills and knowledge of financial planning tools.
• Excellent communication and attention to detail.
• Ability to manage tasks efficiently and adhere to compliance standards.

Responsibilities

• Client Analysis: Understand clients' financial situation, objectives, and risk profiles.
• Research & Support: Conduct research on financial products, solutions, and cashflow modelling.
• Recommendation Reports: Prepare suitability reports and ensure all paperwork is accurate and in compliance with company procedures.
• Maintain Client Records: Keep up-to-date records on the back-office system and manage relevant documentation.
• Collaboration: Work with financial advisers to clarify recommendations and assist with remedial actions.

Skills

Paraplanning experience

Analytical skills

Communication

Attention to detail

Task management

Tools

Financial planning tools

Job description

Integro Partners Ltd is seeking a technical and motivated Paraplanner to join its UK-wide team. You will work with financial advisers to provide research, analysis, and report writing, supporting a professional and efficient service for clients and advisers.

The role offers flexible working, with multiple locations across the UK and three days of home working, enabling a better work-life balance while adhering to compliance standards and delivering high-quality financial planning support.