Senior Paraplanner

Integro Partners; Leicester Forest East; On-site; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid work (2 days from home)

Study support for qualifications

Free onsite parking

Modern office space

Career progression

Job summary

Integro Partners is seeking a Paraplanner to assist advisors with suitability reports and annual financial reviews. The role offers hybrid working with 2 days from home and a clear path to full paraplanner qualification.

You will contribute to high standards of compliance and client service while benefiting from study support and a modern office environment with parking.

Qualifications

• Experience preparing suitability reports and annual financial reviews.
• Excellent organisational and communication skills are essential.
• Team-oriented approach with ability to manage multiple tasks.

Responsibilities

• Support advisors with the preparation of suitability reports and annual financial reviews.
• Work closely with colleagues to maintain high standards of compliance and client service.
• Collaborate toward growth into a fully qualified paraplanner with structured development.

Skills

Organisational skills

Communication skills

Teamwork

Education

Level 4 part-qualified

Job description

Job Title

Paraplanner

Salary

£45,000+DOE

About the Company

• Established financial advice firm with 14 experienced advisors working on a pooled basis


• New modern offices with free onsite parking


• Supportive, professional, and growth-focused culture

About the Role

• Support advisors with the preparation of suitability reports and annual financial reviews


• Work closely with colleagues to maintain high standards of compliance and client service


• Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support

What We Are Looking For

• Level 4 part-qualified


• Experience preparing suitability reports and annual financial reviews


• Excellent organisational and communication skills


• Team-oriented approach with ability to manage multiple tasks effectively

What We Offer

• Salary of £45,000+


• 2 days per week working from home (more office presence required during 6-month probation)


• Full study support towards qualifications


• New modern office space with free onsite parking


• Collaborative environment with 14 advisors


• Clear career progression pathway within the firm