Paraplanner – Holistic Financial Planning Support

Integrity365; Dyrham; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive package

Benefits

Great team to work with

Job summary

Integrity365 is expanding its team of office-based paraplanners to support our Independent Financial Advisers. We welcome applications from individuals who share our values of trust, transparency and integrity to deliver high-quality financial advice and client experience.

With offices across Scotland, Bristol and High Wycombe, Integrity365 maintains independence and a client-focused approach, ensuring tailored financial plans for each client as they navigate mortgages, protection, investments

Responsibilities

• Support Independent Financial Advisers to provide high-quality financial advice and exceptional client experience.
• Work as part of the office-based paraplanner team to assist with case preparation and planning.

Job description

Integrity365 is expanding its team of office-based paraplanners to support our Independent Financial Advisers. We welcome applications from individuals who share our values of trust, transparency and integrity to deliver high-quality financial advice and client experience.

With offices across Scotland, Bristol and High Wycombe, Integrity365 maintains independence and a client-focused approach, ensuring tailored financial plans for each client as they navigate mortgages, protection, investments