Paraplanner

INTEGRO PARTNERS LTD

Posted 20 days ago, valid for a month

Altrincham, Cheshire WA14 2HX, England

Full Time

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Sonic Summary

The position is for a Paraplanner with a salary range of £35,000 – £45,000 depending on experience.
This role is hybrid and based in South Manchester, within a larger, established Financial Planning firm.
Candidates should have a minimum of 2 years' experience in Paraplanning and must hold a Diploma Qualification.
The role involves technical Paraplanning work, client communication, and collaboration with Financial Advisers and Administrators.
Benefits include flexible working hours, private medical insurance, and salary reviews.

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 Georgia at Integro Partners.

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