Paraplanner
Integro Partners
Remote-friendly Easy apply
Location: Solihull
Salary: Up to £55,000 DOE
Working Pattern: 3 days office / 2 days WFH
I’m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career.
This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities.
The Role
- Supporting advisers across a range of financial planning cases
- Preparing suitability reports and client recommendations
- Conducting research across pensions, investments, and protection products
- Assisting with cashflow modelling and technical calculations
- Supporting client review processes and ongoing servicing work
- Liaising with providers and third parties where required
- Maintaining accurate client records and ensuring compliant file management
- Working closely with a collaborative technical support team
- Experience within an IFA / wealth management environment
- Previous paraplanning, report writing, or technical administration experience
- Good understanding of pensions and investment products
- Strong organisational skills and attention to detail
- Comfortable managing workloads and deadlines effectively
- Level 4 Diploma qualified or currently working towards RO exams
- Salary up to £55,000 depending on experience
- Hybrid working arrangement (3 days office / 2 days WFH)
- Strong study support and progression opportunities
- Supportive and collaborative team environment
- Exposure to a wide variety of financial planning cases
- Long-term career development within a growing business
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