Paraplanner

Integro Partners; Lancashire; Hybrid; GBP 32,000 - 38,000; Full time

Benefits offered by this job

Income protection

Life assurance

Employee assistance program

Wellness support

Financial wellbeing services

Job summary

Integro Partners in North Manchester is seeking a Paraplanner to join a values-driven financial planning team. The role offers hybrid working (2 days WFH) and a salary up to £38,000 DOE, plus 28 days holiday and bank holidays.

You will interpret adviser-client files, prepare detailed Financial Planning Reports, and collaborate with the Technical Team Leader and Compliance to ensure accuracy and regulatory adherence, contributing to Life Landscaping values.

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

Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work life balance? Then this could be the role for you?

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