Paraplanner

INTEGRO PARTNERS LTD

Posted a day ago, valid for 13 days

Solihull, West Midlands B90 4SF

Full Time

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Sonic Summary

The Paraplanner position is based in Solihull with a hybrid working model of three days from home and two days in the office.
The salary ranges from £30,000 to £38,000 depending on experience, with an additional performance-based bonus.
Candidates should possess a strong understanding of pensions, investments, and drawdown strategies, along with experience in preparing Suitability Reports.
The role requires excellent organizational and communication skills, as well as a team-oriented approach to manage multiple tasks.
This opportunity offers 27 days of holiday plus bank holidays and a 5% pension contribution, making it ideal for those seeking a work-life balance in a reputable wealth management firm.

Paraplanner Solihul Based Hybrid Working – 3 days WFH / 2 Office based £30,000 - £38,000 DOE Performance Based Bonus (on top) 9:30am – 4pm Working Hours 27 Days holiday + bank 5% Pension Are you looking to work for an award-winning, independent wealth management firm? Are you looking to gain back some work life balance back and work with a well established practice? Then this role could be for you!My client is focused on providing exceptional client service and is dedicated to achieving positive outcomes for the individuals they work with. Responsibilities:Drafting comprehensive Suitability Reports based on client needs and circumstances.Preparing annual reports covering areas such as pensions, investments, and drawdowns.Providing ongoing support to a team of advisers with technical research and analysis.Assisting in the development and review of client financial strategies.Ensuring all client-facing documentation meets compliance standards. Requirements:Strong understanding of pensions, investments, and drawdown strategies.Experience in preparing Suitability Reports and annual financial reviews.Excellent organisational and communication skills.A team-oriented approach with the ability to manage multiple tasks. If you’re eager to advance your career and contribute to a growing financial advisory team, apply now!

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Paraplanner

Sales Valuer

Sales Valuer

Financial Adviser