Paraplanner

Integro Partners Ltd; Livingston; Hybrid; GBP 27,000 - 45,000; Full time

Benefits offered by this job

Staff Benefit Scheme

Job summary

Integro Partners Ltd is seeking a motivated Paraplanner to support financial advisers across the UK. You will research products, perform client analyses, and prepare suitability reports to ensure high-quality advice.

In this hybrid role, you will maintain client records, conduct cashflow modelling, and work closely with advisers to ensure compliance and accurate paperwork while balancing a flexible workload across multiple UK locations.

Qualifications

• Experience in a paraplanning or similar support role.
• Strong analytical skills and knowledge of financial planning tools.
• Excellent communication and attention to detail.
• Ability to manage tasks efficiently and adhere to compliance standards.

Responsibilities

• Client Analysis: Understand clients' financial situation, objectives, and risk profiles.
• Research & Support: Conduct research on financial products, solutions, and cashflow modelling.
• Recommendation Reports: Prepare suitability reports and ensure all paperwork is accurate and in compliance with company procedures.
• Maintain Client Records: Keep up-to-date records on the back-office system and manage relevant documentation.
• Collaboration: Work with financial advisers to clarify recommendations and assist with remedial actions.

Skills

Paraplanning experience

Analytical skills

Communication skills

Attention to detail

Time management

Compliance awareness

Job description

Paraplanner

Up to £45,000 DOE

Multiple locations across the UK

3 Days Working From Home

Staff Benefit Scheme

Are you a technical and motivated Paraplanner looking for a better work like balance?

Then this Paraplanning opportunity could be for you!

As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role will be key in delivering a professional and efficient service to both advisers and their clients, ensuring the highest standards of financial advice and support.

The business is a progressive UK-wide independent financial advice business, with offices all over the UK. They work in dynamic and ever-changing markets, and assist their corporate and personal clients in making informed financial decisions by providing independent financial advice that is carefully tailored to meet their individual needs.

Key Responsibilities:

• Client Analysis: Understand clients' financial situation, objectives, and risk profiles.
• Research & Support: Conduct research on financial products, solutions, and cashflow modelling.
• Recommendation Reports: Prepare suitability reports and ensure all paperwork is accurate and in compliance with company procedures.
• Maintain Client Records: Keep up-to-date records on the back-office system and manage relevant documentation.
• Collaboration: Work with financial advisers to clarify recommendations and assist with remedial actions.

Key Skills & Experience:

• Experience in a Paraplanning or similar support role.
• Strong analytical skills and knowledge of financial planning tools.
• Excellent communication and attention to detail.
• Ability to manage tasks efficiently and adhere to compliance standards.

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