Paraplanner
Integro Partners
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.