Hybrid Paraplanner - Technical Financial Planning Expert
Job in
West Kirby, Birkenhead, Merseyside, CH41, England, UK
Listed on 2026-08-06
Listing for:
Integro Partners
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Integro Partners is seeking an experienced Paraplanner to join its collaborative technical team in the North West on a hybrid basis. You will produce detailed, compliant reports and conduct technical research across pensions, investments, protection, bonds and trusts to support advisers.
With 3+ years in a paraplanning role and a Level 4 Diploma (or near completion), you’ll contribute to high-quality financial planning, adhere to FCA Consumer Duty, and help maintain precise client records in a
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