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Job Search

Integro Partners

Trafford / Global

Paraplanner

Job Description

Paraplanner
Up to £45,000 DOE
Hybrid (North West based)
We're looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you\'ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients.

What you\'ll be doing

  • 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

What we\'re looking for

  • Diploma (Level 4) qualified 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
  • Strong organisational and interpersonal skills

This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports, while developing their career within a supportive team.

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