Senior Paraplanner — Technical Specialist (Hybrid)

Integro Partners Ltd; Manchester; Hybrid; GBP 38,000 - 60,000; Full time

Benefits offered by this job

9% employer pension contribution

Private medical insurance

Life assurance

Income protection

30 days' holiday

Hybrid working

Competitive salary

Job summary

Integro Partners Ltd is recruiting a Senior Paraplanner in a hybrid role based near Altrincham. The successful candidate will focus on the technical side of paraplanning, supporting advisers across a broad range of financial planning needs and producing high-quality suitability reports.

We expect several years of dedicated paraplanning experience, a Level 4 Diploma or higher, and a genuine long-term commitment to paraplanning as a career within a structured, compliant environment.

Qualifications

• Minimum Level 4 Diploma.
• Several years of dedicated paraplanning experience.
• Strong technical knowledge across pensions, investments, protection and estate planning.
• Experience producing high-quality suitability reports.
• Strong technical research skills with ability to formulate recommendations with minimal supervision.
• Excellent report writing skills and strong attention to detail.
• Experience working within a structured, compliance-focused environment.
• Ability to provide effective technical support to advisers and challenge where appropriate.
• Long-term commitment to paraplanning as a career.
• Stable track record of development within paraplanning.

Responsibilities

• Support advisers across a broad range of financial planning requirements.
• Manage own workload and work collaboratively with advisers and the wider team.
• Add value quickly through high-quality technical paraplanning work.

Skills

Paraplanning experience

Technical knowledge

Report writing

Attention to detail

Independent working

Education

Level 4 Diploma

Job description

Integro Partners Ltd is recruiting a Senior Paraplanner in a hybrid role based near Altrincham. The successful candidate will focus on the technical side of paraplanning, supporting advisers across a broad range of financial planning needs and producing high-quality suitability reports.

We expect several years of dedicated paraplanning experience, a Level 4 Diploma or higher, and a genuine long-term commitment to paraplanning as a career within a structured, compliant environment.