Paraplanner

Integro Partners; Altrincham; Hybrid; GBP 40,500 - 49,500; Full time

Job summary

Integro Partners is seeking an experienced Paraplanner to provide high-quality technical support to Advisers. This role involves analysis, research, and challenging proposed solutions to deliver the best outcomes for clients.

The position is hybrid and based in the North West, with a salary up to £45,000 DOE. This is a fantastic opportunity to add real value beyond report writing while developing your career within a supportive team.

Qualifications

• Diploma (Level 4) qualified or working towards it.
• Strong knowledge of financial planning processes and core financial products.
• Excellent attention to detail and ability to challenge recommendations.
• Confident working independently and as part of a team.
• Strong organisational and interpersonal skills.

Responsibilities

• Conduct fund/provider research, cashflow modelling, and product comparisons.
• Write detailed reports and build suitability recommendations.
• Provide technical support to Advisers and Sales Support.
• Review work from Paraplanning Administrators and ensure compliance standards are met.
• Help improve processes to drive efficiency across the team.

Skills

Paraplanning

Research

Analytical thinking

Team collaboration

Education

Diploma (Level 4)

Job description

Paraplanner. Up to £45,000 DOE. Hybrid (North West based).

We’re looking for an experienced Paraplanner to provide high‑quality technical support to Advisers. This is more than just report writing – you’ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients.

Responsibilities

• Conduct fund/provider research, cashflow modelling, and product comparisons.
• Write detailed reports and build suitability recommendations.
• Provide technical support to Advisers and Sales Support.
• Review work from Paraplanning Administrators and ensure compliance standards are met.
• Help improve processes to drive efficiency across the team.

Qualifications

• Diploma (Level 4) qualified or working towards it.
• Strong knowledge of financial planning processes and core financial products.
• Excellent attention to detail and ability to challenge recommendations.
• Confident working independently and as part of a team.
• Strong organisational and interpersonal skills.

This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports, while developing their career within a supportive team.