Paraplanner - Impactful Analysis & Recommendations (Hybrid)

Integro Partners; England; Hybrid; GBP 27,000 - 45,000; Full time

Job summary

Integro Partners in the North West Hybrid is seeking an experienced Paraplanner to provide high-quality technical support to Advisers. You will conduct fund research, cashflow modelling, and product comparisons, and write detailed reports with robust suitability recommendations.

As a Paraplanner, you’ll challenge proposed solutions, ensure compliance, and help improve processes to drive efficiency across the team, while developing your career in a supportive environment.

Qualifications

• Diploma Level 4 in financial planning or working towards it.
• Strong knowledge of financial planning processes and core financial products.
• Excellent attention to detail and ability to challenge recommendations.
• Confident working independently and as part of a team.

Responsibilities

• Conduct fund/provider research, cashflow modelling, and product comparisons.
• Write detailed reports and build suitability recommendations.
• Provide technical support to Advisers and Sales Support.
• Review work from Paraplanning Administrators and ensure compliance standards are met.
• Help improve processes to drive efficiency across the team.

Skills

Attention to detail

Analytical thinking

Teamwork

Independent work

Interpersonal skills

Education

Diploma (Level 4)

Job description

Integro Partners in the North West Hybrid is seeking an experienced Paraplanner to provide high-quality technical support to Advisers. You will conduct fund research, cashflow modelling, and product comparisons, and write detailed reports with robust suitability recommendations.

As a Paraplanner, you’ll challenge proposed solutions, ensure compliance, and help improve processes to drive efficiency across the team, while developing your career in a supportive environment.