Paraplanner

Integro Partners; West Kirby; On-site; GBP 38,000 - 52,000; Full time

Benefits offered by this job

25 days leave

Birthday off

Christmas shutdown

9-day fortnight

Pension contribution 5%

Death in service

Private medical insurance

Healthcare cash plan

Employee discounts

Referral bonus

Performance bonus

Study support

Career development

Job summary

Integro Partners is seeking an experienced Paraplanner to join its collaborative technical team in the North West on a hybrid basis. You will produce detailed, compliant reports and conduct technical research across pensions, investments, protection, bonds and trusts to support advisers.

With 3+ years in a paraplanning role and a Level 4 Diploma (or near completion), you’ll contribute to high-quality financial planning, adhere to FCA Consumer Duty, and help maintain precise client records in a

Qualifications

• At least 3 years' experience as a Paraplanner in an IFA or Wealth Management firm.
• Strong technical knowledge across pensions, investments, protection, bonds and trusts.
• Experience of inheritance tax planning (desirable).
• Level 4 Diploma in Regulated Financial Planning (or close to achieving it).
• Excellent report writing, research and analytical skills.
• Strong organisational skills with attention to detail.
• Proactive approach and commitment to high-quality financial planning.

Responsibilities

• Preparing detailed and compliant suitability reports.
• Conducting technical research across pensions, investments, protection, bonds and inheritance tax planning.
• Supporting advisers with complex financial planning cases.
• Producing clear and accurate recommendations aligned with FCA Consumer Duty.
• Managing and maintaining accurate client records and documentation.
• Ensuring all work meets FCA regulations and internal standards.
• Collaborating with advisers and the wider team to deliver an exceptional client experience.

Skills

Paraplanner experience

Pensions planning

Investments

Protection planning

Bonds

Trusts

Inheritance tax planning

Report writing

Analytical skills

Organisational skills

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Paraplanner

Location: North West (Hybrid)

Job Type: Full-time, Permanent

Salary: Competitive (DOE)

Are you an experienced Paraplanner looking to join a forward-thinking Independent Financial Adviser with an outstanding benefits package and a genuine commitment to employee wellbeing?

Our client is a highly respected financial planning firm, providing tailored advice across pensions, investments, protection and inheritance tax planning. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative technical team.

This is an excellent opportunity for a technically minded individual who enjoys producing high-quality financial planning recommendations and wants to be part of a business that values both professional development and work-life balance.

The Role

Working closely with Financial Advisers, you'll play a key role in delivering comprehensive financial planning solutions for clients.

Your responsibilities will include:

• Preparing detailed and compliant suitability reports
• Conducting technical research across pensions, investments, protection, bonds, trusts and inheritance tax planning
• Supporting advisers with complex financial planning cases
• Producing clear and accurate recommendations that align with FCA Consumer Duty principles
• Managing and maintaining accurate client records and documentation
• Ensuring all work meets FCA regulations and internal compliance standards
• Working collaboratively with advisers and the wider support team to deliver an exceptional client experience

About You

To be successful, you'll have:

• At least 3 years' experience as a Paraplanner within an IFA or Wealth Management firm
• Strong technical knowledge across pensions, investments, protection, bonds and trusts
• Experience of inheritance tax planning, including exposure to AIM and Business Relief solutions (desirable)
• Level 4 Diploma in Regulated Financial Planning (or be close to achieving it with relevant experience)
• Excellent report writing, research and analytical skills
• Strong organisational skills with exceptional attention to detail
• A proactive approach and a genuine passion for delivering high-quality financial planning

What's on Offer?

Alongside a competitive salary, you'll benefit from an exceptional package including:

• 25 days annual leave, plus bank holidays
• Your birthday off every year
• Paid Christmas shutdown
• 9-day working fortnight – enjoy a paid day off every other week
• 5% employer pension contribution via salary sacrifice
• Death in Service cover (10x basic salary)
• Private Medical Insurance
• Healthcare Cash Plan
• Employee discounts and salary sacrifice benefits
• Referral bonus scheme
• Discretionary performance bonus
• Full financial support and study leave for professional qualifications
• Genuine opportunities for long-term career development

If you're looking to join a progressive financial planning firm where technical excellence is recognised and rewarded, we'd love to hear from you.