Integro Partners Ltd

Financial Adviser£60,000 + commissionBristolHybrid / Remote working Are you a Financial Adviser looking to improve their earnings? Frustrated with the level or volume of clients you current work with? Looking to grow your clients, workload and case sizes? If any of the above are true, then get in touch. A UK based, multi award winning Wealth Management Business are on the lookout for experienced Financial Advisers in various locations. They have plans to increase their adviser numbers by an additional 50 in the next 18 months, therefore there are huge growth plans and it's a great time to join them Financials: £60K+ as a basic salary is the norm, with most advisers in the business are comfortably earning £100,000+ because not only do they pay on new business, but also pay the ongoing towards targets. Experience: This individual needs experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to grow your own clients, the firm need to ensure this individual can successful win new business and therefore experience of this is expected. Support: There is new business support and guidance for the Advisers, however, this is an opportunity to go and grow your own reputation as well as your clients, so the correct individual has to have the correct drive, as well as the ability to generate new clients / business using the business' reputation as an in with most. You will receive Paraplanning and Admin support from their on-site team, to allow focus on speaking to clients.If you are interested in joining a firm that can look after you, develop your skills, improve your earnings and help progress your career, then this could be the role for you. Financial Adviser position, suited for someone who can win new business and put themselves out there.

Job Title: Paraplanner Location: Midlands Salary: Up to £38,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £38,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support

IFA Administrator Glasgow, Aberdeen or Inverness (Hybrid Working - 2 to 3 Days from Home) £30,000 DOE + Study Support ? Join an Award-Winning National Firm Are you an experienced administrator in the financial services sector looking for your next step? We're working with an award-winning national financial planning firm who are expanding their high-performing support team with a new IFA Administrator based in either Aberdeen or Inverness .This is an exciting opportunity to join a professional, forward-thinking business that offers genuine career development, a hybrid working model, and full study support to help you grow your career in financial planning. What You'll Be Doing You'll play a crucial role in supporting a team of financial advisers, ensuring the smooth processing of client applications, documentation, and correspondence. Your responsibilities will include: Processing new business applications and related paperwork through to provider submission Verifying client identity data electronically Chasing outstanding documents, trades, and transactions Supporting advisers with managing client cash and platform trades Maintaining up-to-date and accurate client records via Intelligent Office Uploading and managing documentation in line with company standards Responding promptly to client, provider, and adviser queries Handling policy claims and ensuring timely completion Supporting advisers with prep for client meetings, including quotations and applications Answering incoming calls and handling client correspondence professionally Following compliance, health & safety, and equality policies What We're Looking For Previous experience in a financial planning or IFA support role Familiarity with Intelligent Office (or similar back-office systems) is highly desirable Strong attention to detail and ability to manage multiple tasks Excellent written and verbal communication skills A proactive and professional approach to client service Desire to study towards financial services qualifications (study support is provided) What You'll Get Competitive salary up to £30,000 (DOE) Hybrid working (2-3 days from home) Full study support for industry qualifications Career progression within a leading UK-wide firm A positive, supportive, and inclusive working environment Ready to take the next step in your financial services career? Apply now to join one of the UK's most respected national financial planning firms.

Paraplanner£40,000 DOESouth Manchester Based 4 Days Working From HomeStaff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance?Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role will be key in delivering a professional and efficient service to both advisers and their clients, ensuring the highest standards of financial advice and support.The business is a progressive UK-wide independent financial advice business, with offices all over the UK. They work in dynamic and ever-changing markets, and assist their corporate and personal clients in making informed financial decisions by providing independent financial advice that is carefully tailored to meet their individual needs. Key Responsibilities: Client Analysis: Understand clients' financial situation, objectives, and risk profiles. Research & Support: Conduct research on financial products, solutions, and cashflow modelling. Recommendation Reports: Prepare suitability reports and ensure all paperwork is accurate and in compliance with company procedures. Maintain Client Records: Keep up-to-date records on the back-office system and manage relevant documentation. Collaboration: Work with financial advisers to clarify recommendations and assist with remedial actions. Key Skills & Experience: Experience in a Paraplanning or similar support role. Strong analytical skills and knowledge of financial planning tools. Excellent communication and attention to detail. Ability to manage tasks efficiently and adhere to compliance standards.

Paraplanner £35,000 - £45,000 depending on experienceHybridSouth Manchester Are you an experienced Paraplanner looking for a new opportunity to work for a larger, established firm? Are you feeling underappreciated for the work you do & experience you bring to the team? If either of the above are true then this role should be of interest: A Financial Planning firm are looking to hire an individual with a strong background in technical Paraplanning and ideally some exposure complex cases. This individual needs to already have their Diploma Qualification. This opportunity will be predominantly focused on adding hands on technical Paraplanning experience to the team, including demonstrating understanding of the advice process. Expectations: - Carrying out technical Paraplanning work. - Being a point of contact for clients throughout the entire process - Working closely with Financial Advisers and Administrators - Experience of report writing both at annual review and new business level Benefits: - Flexible working hours and hybrid working - Private Medical Insurance for yourself, partner and children - Group Pension, Death in Service and Income Protection - Salary reviews There is a minimum requirement of 2 years' experience in Paraplanning, as well as the Diploma Qualification. If you meet this, and are interested in the opportunity then please contact Ben at Integro Partners.