Paraplanner

Integro Partners Ltd; Manchester; Hybrid; GBP 38,000 - 60,000; Full time

Benefits offered by this job

9% employer pension contribution

Private medical insurance

Life assurance

Income protection

30 days' holiday

Hybrid working

Competitive salary

Job summary

Integro Partners Ltd is recruiting a Senior Paraplanner in a hybrid role based near Altrincham. The successful candidate will focus on the technical side of paraplanning, supporting advisers across a broad range of financial planning needs and producing high-quality suitability reports.

We expect several years of dedicated paraplanning experience, a Level 4 Diploma or higher, and a genuine long-term commitment to paraplanning as a career within a structured, compliant environment.

Qualifications

• Minimum Level 4 Diploma.
• Several years of dedicated paraplanning experience.
• Strong technical knowledge across pensions, investments, protection and estate planning.
• Experience producing high-quality suitability reports.
• Strong technical research skills with ability to formulate recommendations with minimal supervision.
• Excellent report writing skills and strong attention to detail.
• Experience working within a structured, compliance-focused environment.
• Ability to provide effective technical support to advisers and challenge where appropriate.
• Long-term commitment to paraplanning as a career.
• Stable track record of development within paraplanning.

Responsibilities

• Support advisers across a broad range of financial planning requirements.
• Manage own workload and work collaboratively with advisers and the wider team.
• Add value quickly through high-quality technical paraplanning work.

Skills

Paraplanning experience

Technical knowledge

Report writing

Attention to detail

Independent working

Education

Level 4 Diploma

Job description

Paraplanner

Salary: Competitive, depending on experience
Location: Altrincham
Working Pattern: Hybrid
Job Type: Permanent

We're working with a well-established Wealth Management business that is looking to appoint an experienced Senior Paraplanner to join their team.

This is an excellent opportunity for someone who genuinely enjoys the technical side of paraplanning and wants to build a long-term career within the profession.

We're looking for someone with several years of dedicated paraplanning experience who has developed strong technical knowledge and is confident working independently while supporting advisers across a broad range of financial planning requirements.

Key requirements include:

• Minimum Level 4 Diploma qualified
• Several years' dedicated paraplanning experience
• Strong technical knowledge across pensions, investments, protection and estate planning
• Experience producing high-quality suitability reports
• Strong technical research skills and the ability to formulate recommendations with minimal supervision
• Excellent report writing skills and strong attention to detail
• Experience working within a structured, compliance-focused environment
• Ability to provide effective technical support to advisers and challenge where appropriate
• A genuine long-term commitment to paraplanning as a career
• A stable track record of developing within paraplanning rather than frequently moving between roles

The successful candidate will be someone who can add value quickly, manage their own workload and work collaboratively with advisers and the wider team.

The role offers:

• Competitive salary, depending on experience
• Hybrid working
• 9% employer pension contribution
• Private medical insurance
• Life assurance
• Income protection
• 30 days' holiday

If you're an experienced Paraplanner looking for a role where you can continue to develop technically and build a long-term career within paraplanning, we'd be keen to hear from you.

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