Paraplanner

INTEGRO PARTNERS LTD

Posted a day ago, valid for a day

Solihull, West Midlands B90 4SF

Full Time

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Sonic Summary

The Paraplanner position is based in Solihull with a hybrid working model of 3 days from home and 2 days in the office.
The salary for this role ranges from £30,000 to £38,000 depending on experience, with a performance-based bonus available on top.
Candidates are expected to have experience in preparing Suitability Reports and annual financial reviews, along with a strong understanding of pensions and investments.
The role includes responsibilities such as drafting reports, providing technical support to advisers, and ensuring compliance standards are met.
This opportunity is ideal for those looking to work for an award-winning wealth management firm while achieving a better work-life balance.

Paraplanner Solihul Based Hybrid Working – 3 days WFH / 2 Office based £30,000 - £38,000 DOE Performance Based Bonus (on top) 9:30am – 4pm Working Hours 27 Days holiday + bank 5% Pension Are you looking to work for an award-winning, independent wealth management firm? Are you looking to gain back some work life balance back and work with a well established practice? Then this role could be for you!My client is focused on providing exceptional client service and is dedicated to achieving positive outcomes for the individuals they work with. Responsibilities:Drafting comprehensive Suitability Reports based on client needs and circumstances.Preparing annual reports covering areas such as pensions, investments, and drawdowns.Providing ongoing support to a team of advisers with technical research and analysis.Assisting in the development and review of client financial strategies.Ensuring all client-facing documentation meets compliance standards. Requirements:Strong understanding of pensions, investments, and drawdown strategies.Experience in preparing Suitability Reports and annual financial reviews.Excellent organisational and communication skills.A team-oriented approach with the ability to manage multiple tasks. If you’re eager to advance your career and contribute to a growing financial advisory team, apply now!

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