Paraplanner

Integro Partners Ltd; Birmingham; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Private Medical Insurance

25 days annual leave

8x salary Life Assurance

Strong pension contribution

Study leave and exam support

Training & professional exams support

Job summary

Integro Partners Ltd in Birmingham City Centre is seeking an experienced Paraplanner ready to progress into Financial Advice. You will support the advice process alongside seasoned Financial Planners and gain exposure by shadowing advisers and attending client meetings.

The role is hybrid (2 days in the Birmingham office, Tuesday and Wednesday) with flexibility for meetings and shadowing. Salary up to £50,000 DOE, with strong pension and private medical insurance provided.

Qualifications

• Paraplanning experience with strong technical knowledge.
• Relevant financial services qualifications.
• Ambition to progress towards Financial Adviser.
• Strong communication and relationship-building skills.
• Desire to develop rather than perform a fixed role.

Responsibilities

• Support the advice process while developing knowledge.
• Shadow Advisers and attend client meetings.
• Work with experienced Financial Planners in Birmingham.
• Progression towards Financial Advice.

Skills

Paraplanning experience

Technical knowledge

Communication skills

Attention to detail

Career progression mindset

Relationship building

Education

Financial services qualifications

Job description

Paraplanner Progression into Financial Advice

Location: Birmingham City Centre

Salary: Up to £50,000 DOE

Working Pattern: Hybrid - 2 days office-based, Tuesday & Wednesday

Are you an experienced Paraplanner looking for a role that could eventually lead into Financial Advice?

I m working with an established Wealth Management business in central Birmingham that is looking to hire a Paraplanner based on their experience, qualifications and long-term potential, rather than simply a fixed job description.

This is a great opportunity for someone who enjoys Paraplanning but has their sights set on becoming a Financial Adviser in the future.

The Role You ll work closely with experienced Financial Planners, supporting the advice process while developing your knowledge and experience.

There will also be opportunities to shadow Advisers and attend client meetings, giving you genuine exposure to the advice side of the business.

The role is hybrid, with Tuesday and Wednesday in the Birmingham office, with some flexibility required when meetings or shadowing opportunities take place.

What We're Looking For

• Experienced Paraplanning background
• Strong technical knowledge and attention to detail
• Relevant financial services qualifications
• Ambition to progress towards a Financial Adviser role
• Strong communication and relationship-building skills
• Someone who wants to develop rather than simply perform a set role

What's On Offer

• Salary up to £50,000, depending on experience, qualifications and potential
• Hybrid working
• Genuine career progression towards Financial Advice
• Opportunity to work alongside and shadow experienced Financial Planners
• Private Medical Insurance
• 25 days annual leave
• 8x salary Life Assurance
• Strong pension contribution
• Support with relevant training, qualifications and professional exams
• Study leave and exam support

This is an excellent opportunity for a Paraplanner who knows they want to move into Financial Advice and wants to join a business that will support that progression.