Paraplanner & Admin Hybrid - Grow in Wealth Planning

Integro Partners; Balsall Common; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Regular bonus structure

Strong salary increases after Year 1

Fully funded professional exams

Clear long-term development opportunit

Business promotes staff into Adviser

Job summary

Integro Partners in the Coventry area is hiring a Hybrid IFA Administrator / Paraplanner to join a close-knit team of 20 staff. The role mixes administration with technical paraplanning work and offers exposure across the client journey.

You will support advisers, handle new business processing, provider liaison, and documentation, with clear development opportunities and funded professional exams. This is a full-time, office-based role with a supportive environment and potential for progression.

Responsibilities

• New business processing and submissions
• Liaising with providers and platforms
• Preparing client documentation and review packs
• Research and technical analysis
• Assisting with suitability report preparation
• Supporting advisers with ongoing case work
• Managing client records and compliance documentation

Job description

Integro Partners in the Coventry area is hiring a Hybrid IFA Administrator / Paraplanner to join a close-knit team of 20 staff. The role mixes administration with technical paraplanning work and offers exposure across the client journey.

You will support advisers, handle new business processing, provider liaison, and documentation, with clear development opportunities and funded professional exams. This is a full-time, office-based role with a supportive environment and potential for progression.