Paraplanner

INTEGRO PARTNERS LTD

Posted 8 hours ago, valid for 16 days

Altrincham, Cheshire WA14 2HX, England

Full Time

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Sonic Summary

The job is for a Paraplanner position with a salary range of £35,000 – £45,000 depending on experience.
The role is hybrid and located in South Manchester, aimed at experienced professionals feeling underappreciated in their current roles.
Candidates should have a strong background in technical Paraplanning and ideally some exposure to complex cases, along with a Diploma Qualification.
Responsibilities include carrying out technical Paraplanning work, client communication, and collaboration with Financial Advisers and Administrators.
A minimum of 2 years’ experience in Paraplanning is required to apply for this position.

Paraplanner£35,000 – £45,000 depending on experienceHybridSouth Manchester Are you an experienced Paraplanner looking for a new opportunity to work for a larger, established firm? Are you feeling underappreciated for the work you do & experience you bring to the team? If either of the above are true then this role should be of interest: A Financial Planning firm are looking to hire an individual with a strong background in technical Paraplanning and ideally some exposure complex cases. This individual needs to already have their Diploma Qualification. This opportunity will be predominantly focused on adding hands on technical Paraplanning experience to the team, including demonstrating understanding of the advice process. Expectations:

- Carrying out technical Paraplanning work.
- Being a point of contact for clients throughout the entire process
- Working closely with Financial Advisers and Administrators
- Experience of report writing both at annual review and new business level

Benefits:

- Flexible working hours and hybrid working
- Private Medical Insurance for yourself, partner and children
- Group Pension, Death in Service and Income Protection
- Salary reviews

There is a minimum requirement of 2 years’ experience in Paraplanning, as well as the Diploma Qualification. If you meet this, and are interested in the opportunity then please contact Sam at Integro Partners.

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