Paraplanner

INTEGRO PARTNERS LTD

Posted 7 days ago, valid for 7 days

Southport, Merseyside PR8 3HH

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The position is for a Paraplanner at an Independent Financial Advice firm in Ainsdale, offering a salary of up to £40,000 depending on experience.
The firm values relationships and trust, seeking an experienced Paraplanner to join their close-knit team.
Candidates should have a Level 4 Diploma in Financial Planning or 2-3 years of paraplanning experience within an IFA environment.
Responsibilities include supporting Financial Advisers, preparing financial reports, conducting research, ensuring compliance, and maintaining client relationships.
The role offers flexibility with one day of remote work per week and opportunities for growth within a supportive team.

Paraplanner – Independent IFA Firm?? Ainsdale (1 Day WFH)?? £40,000 DOEAre you a skilled Paraplanner looking to join a firm that genuinely values people, relationships, and trust?A well-established Independent Financial Advice firm based in Ainsdale, known for delivering tailored financial advice with a personal touch. As part of their growth, they’re looking to welcome an experienced Paraplanner to the close-knit team.Responsabilities:

Supporting Financial Advisers in delivering high-quality advice and client service
Preparing and writing detailed financial planning reports
Conducting research and analysis across pensions, investments, and protection
Ensuring compliance with FCA regulations and internal standards
Playing an active role in maintaining our trusted client relationships

Requirements:

Level 4 Diploma in Financial Planning (or equivalent), OR
2–3 years’ experience in a paraplanning role within an IFA environment
Strong technical knowledge and attention to detail
A proactive attitude and team-player mindset
A passion for helping clients achieve their financial goals

Benefits:

Up to £40,000 salary depending on experience
Flexibility with 1 day a week working from home
The opportunity to be part of a supportive and values-driven team
A chance to grow within a firm that puts people first – clients and colleagues

If you're ready to make a meaningful impact and be part of something more personal than corporate, we'd love to hear from you.?? Apply now!

Apply now in a few quick clicks

Paraplanner

Self Employed Financial Adviser - Liverpool - Salary support provided initially

Self-Employed Financial Adviser, Liverpool, cca.£100k, Salary support provided, no payback required

Self Employed Financial Adviser - OTE £100,000 - Liverpool