Paraplanner

Integrity365; Dyrham; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive package

Benefits

Great team to work with

Job summary

Integrity365 is expanding its team of office-based paraplanners to support our Independent Financial Advisers. We welcome applications from individuals who share our values of trust, transparency and integrity to deliver high-quality financial advice and client experience.

With offices across Scotland, Bristol and High Wycombe, Integrity365 maintains independence and a client-focused approach, ensuring tailored financial plans for each client as they navigate mortgages, protection, investments

Responsibilities

• Support Independent Financial Advisers to provide high-quality financial advice and exceptional client experience.
• Work as part of the office-based paraplanner team to assist with case preparation and planning.

Job description

An excellent job opportunity has arisen withinIntegrity365for a talented Paraplanner to join our growing team.

The role:

Integrity365 are currently looking to expand our team of office-based paraplanners to support our Independent Financial Advisers, with offices across Scotland, Bristol and High Wycombe. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.

About us:

Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust.

At Integrity365 we take a holistic approach to financial planning. From the early days ofmortgages, protection,investmentsand lump sum decisions, through toretirement and later life planning, we are here to support our clients through the key stages of their life.

We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.

Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.

Salary:

Dependent on experience.

We offer:

• A competitive package and benefits.

• A great team to work with!