Paraplanner

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

Benefits offered by this job

Hybrid working

Flexible hours

Dedicated admin support

Attend client meetings

Friendly independent firm

Job summary

Integro Partners in Manchester City Centre is seeking an experienced Paraplanner to join its growing technical team. You will produce high-quality suitability reports, conduct in-depth technical research, and support financial planners to deliver superior client outcomes.

This role offers hybrid working (3 days in the office, 2 days at home) with flexible hours, a salary up to £50,000 DOE, dedicated administration support, and the chance to attend client meetings and develop your long-term

Qualifications

• Experience as Paraplanner in an IFA or Wealth Management firm.
• Strong technical knowledge across pensions and investments.
• Experience using Intelligent Office and CashCalc.
• Excellent report writing and research skills.
• Level 4 Diploma preferred but not essential for candidates with strong paraplanning experience.

Responsibilities

• Producing high-quality suitability reports.
• Conducting technical research and preparing recommendations.
• Responding to client and adviser queries.
• Working closely with Financial Planners to support ongoing client relationships.
• Attending client meetings alongside advisers (as this develops within the business).
• Reviewing pensions, investments, ISAs and wider financial planning solutions.
• Using Intelligent Office and CashCalc as part of your day-to-day role.

Skills

Pensions knowledge

Investments knowledge

Report writing

Technical research

Education

Level 4 Diploma

Tools

Intelligent Office

CashCalc

Job description

Paraplanner

Location: Manchester City Centre
Salary: Up to £50,000 (DOE)
Working Pattern: Hybrid (3 days office / 2 days home) with flexible working hours

A well‑established, independent financial planning firm is looking to recruit an experienced Paraplanner to join its growing technical team. This opportunity is ideal for someone who enjoys the technical side of financial planning and is looking to build a long‑term career in paraplanning, rather than progressing into an adviser role. Working closely with Financial Planners and supported by a dedicated Administrator, you'll be able to focus on what you do best – technical research, report writing and delivering high‑quality client outcomes.

The Role

Your responsibilities will include:

• Producing high‑quality suitability reports
• Conducting technical research and preparing recommendations
• Responding to client and adviser queries
• Working closely with Financial Planners to support ongoing client relationships
• Attending client meetings alongside advisers (as this develops within the business)
• Reviewing pensions, investments, ISAs and wider financial planning solutions
• Using Intelligent Office and CashCalc as part of your day‑to‑day role

Unlike many paraplanning positions, this role offers the opportunity to become more involved in the client journey by attending meetings and helping manage any follow‑up actions.

About You

We're looking for someone who has:

• Previous experience working as a Paraplanner within an IFA or Wealth Management firm
• Strong technical knowledge across pensions and investments
• Experience using Intelligent Office and CashCalc
• Excellent report writing and research skills
• A genuine desire to build a long‑term career as a Paraplanner

Level 4 Diploma is preferred but not essential for candidates with strong paraplanning experience.

What's on Offer?

• Salary up to £50,000 DOE
• Hybrid working (2 days from home)
• Flexible working hours
• Dedicated administration support
• Opportunity to attend client meetings
• Friendly and supportive independent financial planning firm
• Long‑term career within a business that values experienced technical professionals

If you're an experienced Paraplanner looking to join a collaborative firm where your technical expertise is genuinely valued, we'd love to hear from you.