Paraplanner
Job in
Trafford, Manchester, Greater Manchester, M9, England, UK
Listed on 2026-07-11
Listing for:
Integro Partners
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
Paraplanner
Up to £45,000 DOE
Hybrid (North West based)
We're looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients.
- Conduct fund/provider research, cashflow modelling, and product comparisons
- Write detailed reports and build suitability recommendations
- Provide technical support to Advisers and Sales Support
- Review work from Paraplanning Administrators and ensure compliance standards are met
- Help improve processes to drive efficiency across the team
- Diploma (Level
4) qualified or working towards it - Strong knowledge of financial planning processes and core financial products
- Excellent attention to detail and ability to challenge recommendations
- Confident working independently and as part of a team
- Strong organisational and interpersonal skills
This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports
, while developing their career within a supportive team.
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