Paraplanner

Integro Partners; Euxton; Hybrid; GBP 23,000 - 38,000; Full time

Benefits offered by this job

Income protection

Life assurance

Employee assistance program (EAP)

Wellness support

Financial wellbeing services

Job summary

Integro Partners in the North Manchester area is seeking a Paraplanner to join a client-centric advisory team. This hybrid role offers two days of remote work each week, with a focus on delivering accurate financial planning reports and supporting advisers.

You will interpret client files, conduct product research, and collaborate with the Technical Team Leader to ensure compliant, well-presented documentation. A strong attention to detail is required.

Responsibilities

• Accurately interpret adviser-client files to fully understand client objectives and adviser instructions, transforming them into clear and compliant Financial Planning Reports
• Conduct thorough research and analysis to identify the most appropriate products, providers, and investment funds tailored to each client’s needs
• Collaborate closely with the Technical Team Leader to ensure all paraplanning activity is aligned and clearly communicated
• Liaise with the Compliance Team for any cases requiring pre-sale approval, ensuring adherence to internal and regulatory standards
• Prepare detailed Financial Planning Reports within agreed timelines, ensuring precision in spelling, structure, and presentation
• Maintain accurate and up-to-date records on the paraplanning log and other internal system
• Take ownership of your professional development through a Personal Development Plan, maintaining performance standards and expanding technical knowledge

Job description

Paraplanner North Manchester Based Hybrid Working (2 Days WFH) Up to £38,000 DOE 28 Days Holiday + Bank Holidays Income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services

My client believe financial planning is about more than just advice. It’s about creating a roadmap for a life well-lived, which we call Life Landscaping. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.

Responsibilities

• Accurately interpret adviser-client files to fully understand client objectives and adviser instructions, transforming them into clear and compliant Financial Planning Reports
• Conduct thorough research and analysis to identify the most appropriate products, providers, and investment funds tailored to each client’s needs
• Collaborate closely with the Technical Team Leader to ensure all paraplanning activity is aligned and clearly communicated
• Liaise with the Compliance Team for any cases requiring pre-sale approval, ensuring adherence to internal and regulatory standards
• Prepare detailed Financial Planning Reports within agreed timelines, ensuring precision in spelling, structure, and presentation
• Maintain accurate and up-to-date records on the paraplanning log and other internal system
• Take ownership of your professional development through a Personal Development Plan, maintaining performance standards and expanding technical knowledge