Integro Partners jobs

Paraplanner Location: South Manchester Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Paraplanner looking to join a well-established wealth management firm that genuinely invests in its people? We're recruiting for a technically strong Paraplanner to support a team of Financial Consultants, delivering high-quality research, suitability reports and technical expertise. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to develop their career within a supportive, professional environment. The Role Working closely with Financial Consultants and the wider support team, you'll be responsible for: - Producing high-quality investment and suitability reports for new and existing clients - Preparing pre-investment packs to support financial planning recommendations - Conducting market and investment research to ensure recommendations remain competitive and appropriate - Providing technical support and guidance to the administration team - Building and maintaining relationships with investment and insurance providers - Ensuring all work is completed in line with FCA regulations and Conduct Rules - Supporting advisers with complex technical cases where required About You We're looking for someone who has: - At least 2 years' experience as a Paraplanner within an IFA or Wealth Management firm - Level 4 Diploma in Financial Planning (or currently working towards it) - Strong knowledge of pensions, investments and financial planning products - Excellent analytical and report-writing skills - A high level of attention to detail and accuracy - The ability to understand and communicate complex financial planning solutions - A proactive approach and the ability to work both independently and collaboratively Benefits This firm offers an excellent benefits package, including: - Competitive salary - 9% non-contributory employer pension - Private Medical Insurance (Bupa Select) - Critical Illness Cover - Income Protection - Life Assurance (4x salary) - Health Cash Plan and Dental Insurance options - Employee Assistance Programme and wellbeing support - 30 days annual leave, plus the option to buy an additional 3 days - Significant investment account discounts for employees and immediate family - Ongoing professional development and career progression Why Apply? This is an opportunity to join a respected wealth management firm where technical expertise is valued, employee wellbeing is prioritised, and long-term career development is encouraged. If you're an experienced Paraplanner looking for your next challenge, we'd love to hear from you. Apply today for a confidential discussion.

Paraplanner / Trainee Paraplanner Location: Solihull 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 What They re Looking For - 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 What s on Offer - 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 If this could be of interest, please apply or get in touch for a confidential discussion.

Paraplanner Up to £45,000 DOE Multiple locations across the UK 3 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role will be key in delivering a professional and efficient service to both advisers and their clients, ensuring the highest standards of financial advice and support. The business is a progressive UK-wide independent financial advice business, with offices all over the UK. They work in dynamic and ever-changing markets, and assist their corporate and personal clients in making informed financial decisions by providing independent financial advice that is carefully tailored to meet their individual needs. Key Responsibilities: - Client Analysis: Understand clients' financial situation, objectives, and risk profiles. - Research & Support: Conduct research on financial products, solutions, and cashflow modelling. - Recommendation Reports: Prepare suitability reports and ensure all paperwork is accurate and in compliance with company procedures. - Maintain Client Records: Keep up-to-date records on the back-office system and manage relevant documentation. - Collaboration: Work with financial advisers to clarify recommendations and assist with remedial actions. Key Skills & Experience: - Experience in a Paraplanning or similar support role. - Strong analytical skills and knowledge of financial planning tools. - Excellent communication and attention to detail. - Ability to manage tasks efficiently and adhere to compliance standards.

Part-Time Paraplanner Flexible Hours (19.5-30) £45k FTE A fantastic opportunity for a Paraplanner looking for flexibility and the chance to make a real impact. This firm is bringing paraplanning in-house for the first time , offering a unique chance to shape processes and play a key role in supporting advisers. What s on offer: - £45,000 FTE (pro rata) - 19.5-30 hours per week - 1 day in the office, rest flexible If you re looking for a role that offers autonomy, flexibility, and the chance to build something, get in touch to find out more.

IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent Benefits The Opportunity An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions. The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism. Key Responsibilities New Business Administration - Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products. - Ensure applications are completed accurately and submitted within agreed timescales. - Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews - Prepare valuations, reports, and review packs for adviser meetings. - Support ongoing client servicing and review processes. - Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison - Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information. - Submit and manage Letters of Authority. - Chase providers and third parties to ensure timely case progression. Client Records & Compliance - Maintain accurate and up-to-date client records on back-office systems. - Ensure all files are fully documented and audit-ready. - Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support - Act as a key point of contact for client and provider enquiries. - Provide professional and efficient support to Financial Advisers and Paraplanners. - Contribute to delivering an exceptional client experience throughout the advice process. What's on Offer? In addition to a competitive salary, you'll benefit from an outstanding package including: 25 days annual leave plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight - enjoy a paid day off every other week 5% employer pension contribution with enhanced salary sacrifice benefits Death in Service cover (10x salary) Private Medical Insurance Health Cash Plan Employee discounts and lifestyle benefits programme Study support and professional development opportunities Referral bonus scheme Discretionary performance bonus Why Apply? This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation. If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you.

Job Title: Paraplanner Salary: £45,000+DOE About 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 £45,000+ - 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

Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities - New business processing and submissions - Liaising with providers and platforms - Preparing client documentation and review packs - Research and technical analysis - Assisting with suitability report preparation - Supporting advisers with ongoing case work - Managing client records and compliance documentation What s on Offer - Fully office-based (9:00am 5:30pm) - Regular bonus structure - Strong salary increases after Year 1 and Year 2 - Fully funded professional exams - Clear long-term development opportunities - A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.

Paraplanner Location: North West (Hybrid) Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Paraplanner looking to join a forward-thinking Independent Financial Adviser with an outstanding benefits package and a genuine commitment to employee wellbeing? Our client is a highly respected financial planning firm, providing tailored advice across pensions, investments, protection and inheritance tax planning. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative technical team. This is an excellent opportunity for a technically minded individual who enjoys producing high-quality financial planning recommendations and wants to be part of a business that values both professional development and work-life balance. The Role Working closely with Financial Advisers, you'll play a key role in delivering comprehensive financial planning solutions for clients. Your responsibilities will include: - Preparing detailed and compliant suitability reports - Conducting technical research across pensions, investments, protection, bonds, trusts and inheritance tax planning - Supporting advisers with complex financial planning cases - Producing clear and accurate recommendations that align with FCA Consumer Duty principles - Managing and maintaining accurate client records and documentation - Ensuring all work meets FCA regulations and internal compliance standards - Working collaboratively with advisers and the wider support team to deliver an exceptional client experience About You To be successful, you'll have: - At least 3 years' experience as a Paraplanner within an IFA or Wealth Management firm - Strong technical knowledge across pensions, investments, protection, bonds and trusts - Experience of inheritance tax planning, including exposure to AIM and Business Relief solutions (desirable) - Level 4 Diploma in Regulated Financial Planning (or be close to achieving it with relevant experience) - Excellent report writing, research and analytical skills - Strong organisational skills with exceptional attention to detail - A proactive approach and a genuine passion for delivering high-quality financial planning What's on Offer? Alongside a competitive salary, you'll benefit from an exceptional package including: - 25 days annual leave, plus bank holidays - Your birthday off every year - Paid Christmas shutdown - 9-day working fortnight enjoy a paid day off every other week - 5% employer pension contribution via salary sacrifice - Death in Service cover (10x basic salary) - Private Medical Insurance - Healthcare Cash Plan - Employee discounts and salary sacrifice benefits - Referral bonus scheme - Discretionary performance bonus - Full financial support and study leave for professional qualifications - Genuine opportunities for long-term career development If you're looking to join a progressive financial planning firm where technical excellence is recognised and rewarded, we'd love to hear from you. Apply today for a confidential discussion.