Paraplanner

Integro Partners; Shirley; On-site; GBP 25,000 - 38,000; Full time

Benefits offered by this job

Hybrid working (3 days office / 2 days

Study support and progression

Collaborative team environment

Exposure to wide range of financial_pl

Job summary

Integro Partners is seeking a Paraplanner / Trainee Paraplanner to join their wealth management team in Solihull. The role offers hybrid working (3 days in the office, 2 days WFH) and strong study support with clear progression opportunities.

The candidate will support advisers across financial planning cases, prepare suitability reports, and conduct research across pensions and investments. RO exams or Level 4 Diploma progression is encouraged.

Qualifications

• Experience within an IFA / wealth management environment.
• Paraplanning, report writing, or technical administration experience.
• Good understanding of pensions and investment products.
• Strong organisational skills and attention to detail.
• Comfortable managing workloads and deadlines effectively.
• Level 4 Diploma qualified or currently working towards RO exams.

Responsibilities

• Supporting advisers across a range of financial planning cases.
• Preparing suitability reports and client recommendations.
• Conducting research across pensions, investments, and protection products.
• Assisting with cashflow modelling and technical calculations.
• Supporting client review processes and ongoing servicing work.
• Liaising with providers and third parties where required.
• Maintaining accurate client records and ensuring compliant file management.
• Working closely with a collaborative technical support team.

Skills

Paraplanning experience

Report writing

Pensions knowledge

Investment knowledge

Organization skills

Education

Level 4 Diploma or RO exams in progress

Job description

Paraplanner / Trainee Paraplanner

Location: Solihull

Working Pattern: 3 days office / 2 days WFH

I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career.

This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities.

The Role

• Supporting advisers across a range of financial planning cases
• Preparing suitability reports and client recommendations
• Conducting research across pensions, investments, and protection products
• Assisting with cashflow modelling and technical calculations
• Supporting client review processes and ongoing servicing work
• Liaising with providers and third parties where required
• Maintaining accurate client records and ensuring compliant file management
• Working closely with a collaborative technical support team

What They re Looking For

• Experience within an IFA / wealth management environment
• Previous paraplanning, report writing, or technical administration experience
• Good understanding of pensions and investment products
• Strong organisational skills and attention to detail
• Comfortable managing workloads and deadlines effectively
• Level 4 Diploma qualified or currently working towards RO exams

What s on Offer

• Hybrid working arrangement (3 days office / 2 days WFH)
• Strong study support and progression opportunities
• Supportive and collaborative team environment
• Exposure to a wide variety of financial planning cases
• Long-term career development within a growing business