Paraplanner
Integro Partners
Easy apply
Location: Cheadle, South Manchester
Job Type: Full-time, Permanent (40 hours per week)
Salary: Competitive, depending on experience and qualifications
Are you an experienced Paraplanner looking to join a growing, independent financial planning firm with genuine career development opportunities?
Our client is a well-established Independent Financial Adviser with four offices across the North West. Due to continued growth, they are looking to recruit a Paraplanner to join their team in Cheadle.
This is an excellent opportunity to work alongside experienced Financial Advisers, providing technical support and helping to deliver high-quality financial planning solutions. Whether you're looking to continue developing as a technical specialist or have ambitions to become a Financial Adviser in the future, this firm offers the support and structure to help you achieve your goals.
The Role
As a Paraplanner, you'll be responsible for:
- Providing technical support to Financial Advisers
- Conducting pension and investment research and analysis
- Preparing high-quality, compliant suitability reports
- Researching financial products and developing client recommendations
- Preparing client files and ensuring compliance documentation is complete
- Supporting the administration team with technical queries
- Maintaining up-to-date technical knowledge and regulatory awareness
- Contributing to internal projects and process improvements
To be successful, you'll ideally have:
- Previous experience working as a Paraplanner within an IFA or Wealth Management firm
- Good knowledge of pensions, investments and financial planning products
- Progress towards the Level 4 Diploma in Financial Planning (essential), with full study support available
- Strong attention to detail and excellent organisational skills
- The confidence to challenge and question advisers where appropriate
- Excellent communication skills and a client-focused approach
- The ability to work collaboratively within a team
This firm offers a structured Financial Adviser Pathway for those who wish to progress into advice. You'll receive mentoring from experienced advisers, ongoing professional development, and full support towards further CII qualifications.
What's on Offer?
- Competitive salary (DOE)
- Hybrid working (one day from home once established in the role)
- Flexible start and finish times
- 25 days annual leave, plus additional holiday with length of service
- Full study support towards professional qualifications
- Free on-site parking
- Company events
- Genuine long-term career progression within a growing business
Apply today for a confidential discussion.
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