IFA Administrator & Paraplanner — Trusted Planning

Integrity365; High Wycombe; On-site; GBP 34,000 - 48,000; Full time

Benefits offered by this job

Competitive package

Great team to work with

Job summary

Integrity365 is expanding its team of office-based paraplanners and administrators to support our Independent Financial Advisers. We welcome applicants with financial planning experience who share our values of trust and integrity and who are looking for a collaborative, client‑focussed role.

With offices across the UK, including High Wycombe, Inverness, Helensburgh, Essex, Leicester and Bristol, this is a great opportunity to join a growing independent advice practice that puts clients first

Qualifications

• Paraplanner/administrator experience in financial services.
• Interest in financial planning and client-focused roles.
• Ability to work as part of a team in a professional advisory environment.

Responsibilities

• Provide paraplanning and administrative support to Independent Financial Advisers.
• Maintain client files and documentation with accuracy.
• Coordinate with colleagues across multiple offices to ensure smooth service.

Job description

Integrity365 is expanding its team of office-based paraplanners and administrators to support our Independent Financial Advisers. We welcome applicants with financial planning experience who share our values of trust and integrity and who are looking for a collaborative, client‑focussed role.

With offices across the UK, including High Wycombe, Inverness, Helensburgh, Essex, Leicester and Bristol, this is a great opportunity to join a growing independent advice practice that puts clients first