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Integro Partners

Altrincham / 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.

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.

Qualifications

  • 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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