Paraplanner

INTEGRO PARTNERS LTD

Posted 6 days ago, valid for 5 days

Leicester, Leicestershire LE8 4HQ

Full Time

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Sonic Summary

The job title is Paraplanner with a salary starting at £35,000 plus depending on experience.
The company is an established financial advice firm that boasts a supportive and growth-focused culture with 14 experienced advisors.
The role involves supporting advisors in preparing suitability reports and annual financial reviews while maintaining high compliance and client service standards.
Candidates should be level 4 part-qualified with experience in preparing suitability reports and possess excellent organizational and communication skills.
The position offers a structured development path towards becoming a fully qualified paraplanner, along with two days of remote work per week and full study support.

Job Title: ParaplannerSalary: £35,000+DOEAbout the Company

Established financial advice firm with 14 experienced advisors working on a pooled basis
New modern offices with free onsite parking
Supportive, professional, and growth-focused culture

About the Role

Support advisors with the preparation of suitability reports and annual financial reviews
Work closely with colleagues to maintain high standards of compliance and client service
Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support

What We Are Looking For

Level 4 part-qualified
Experience preparing suitability reports and annual financial reviews
Excellent organisational and communication skills
Team-oriented approach with ability to manage multiple tasks effectively

What We Offer

Salary of £35,000+
2 days per week working from home (more office presence required during 6-month probation)
Full study support towards qualifications
New modern office space with free onsite parking
Collaborative environment with 14 advisors
Clear career progression pathway within the firm

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