Integro Partners Ltd

? IFA Administrator - North Birmingham £27,000 - £32,000 + Benefits Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham?This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You'll be joining a supportive, close-knit team working alongside experienced advisers to deliver exceptional client service across the full advice process. The Role You'll play a key role in ensuring smooth day-to-day operations, supporting advisers and paraplanners, and maintaining accurate client records.Your attention to detail and proactive approach will help the business deliver high-quality, compliant advice efficiently. Key Responsibilities: Accurately maintain client records in Intelligent Office, including onboarding new clients and ongoing servicing Build strong working relationships with advisers and the wider team Review and improve administrative processes for efficiency and consistency Submit new business cases accurately, managing client expectations throughout Handle client transactions - withdrawals, deposits/top-ups, and fund switches Issue letters of authority and liaise with providers to ensure prompt responses Manage client queries professionally via phone and email Support the client review process - booking meetings, updating cashflows, and preparing review packs and valuations Produce protection and investment illustrations Manage your own workload effectively and keep advisers updated on progress Skills & Experience Required Minimum 2 years' experience in financial services (essential) Confident using Intelligent Office (desirable) and MS Office (essential) Practical experience with platform and off-platform transactions (essential) Knowledge of Transact, AJ Bell, or Standard Life platforms (desirable) Familiarity with tools such as CashCalc , IRESS Exchange , and FE Analytics Excellent written and verbal communication skills with a high professional standard Strong organisational skills and a keen eye for detail The Offer Salary: £27,000 - £32,000 (dependent on experience) Location: North Birmingham (hybrid options may be considered) Supportive environment with genuine opportunities for development and progression If you're an IFA Administrator who takes pride in providing exceptional service and enjoys working within a dynamic advice team, we'd love to hear from you. Apply now or reach out directly for a confidential conversation about your next move in the UK wealth management market.

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.

Best Practice Associate Up to £40,000 + Excellent Benefits Location: Handforth, Cheshire (Hybrid Working Available) Are you an experienced compliance or financial planning professional with a passion for driving best practice? I'm recruiting on behalf of a leading, award-winning financial services firm that is looking for a Best Practice Associate to join their growing team.This role goes beyond traditional compliance - it's about embedding excellence, ensuring good client outcomes, and supporting a culture where high standards come as standard.The Role As a Best Practice Associate , you'll work closely with financial planners, client managers, and other teams across the business to ensure advice, processes, and communications are clear, fair, and effective. You'll help shape policies, review client files, and make a real impact on how the business delivers results for clients.Key Responsibilities Conducting file and annual reviews to ensure suitability of advice and regulatory adherence. Promoting a culture of Best Practice, Consumer Duty, and Treating Customers Fairly. Reviewing communications and financial promotions to ensure clarity and compliance. Handling complaints in line with regulatory standards. Maintaining and updating policies, procedures, and regulatory documentation. Partnering with planners and managers to develop client-focused strategies. Supporting projects and business initiatives with compliance expertise. About You CII Level 4 Diploma in Regulated Financial Planning (essential). Strong knowledge of FCA regulations and compliance frameworks. Exceptional attention to detail and communication skills. A proactive, collaborative approach to problem-solving and influencing change. What's on Offer This is a fantastic opportunity to join a highly respected financial services firm with a genuine focus on its people. You'll enjoy: Up to £40,000 salary plus excellent benefits. 33 days' holiday (plus bank holidays) , rising to 38 with service. Flexible working framework with hybrid options. Funded study support (materials, exams, and paid study leave). Bonus scheme, pension, death in service, income protection. A supportive culture built on collaboration, growth, and development. If you're looking for a role where compliance means more than box-ticking - where you can make a tangible impact - this could be the perfect next step. Interested? Please email your CV and a short introduction to

Excellent basic salary + commission All leads provided, average case generates £3,000 in revenue Significant admin support Specialist Mortgage Broker Up to £40,000 + commissionOffice based - ColeshillLooking to advise in more specialist areas with more interesting cases and on an employed basis? An established brokerage in Birmingham is looking for their next addition due to the growth of their introducer base. You will be advising on specialist 1st charges which can include areas such as HNW, adverse credit, unusual incomes, unusual properties etc. As the cases are specialist your proc fees are often double that of the high street and you can understandably charge more for your advice so your overall revenues climb. The cases are also far more interesting to work on as they require a greater degree of thought and underwriting ability. What they offer: Excellent basic salary + commission All leads provided, average case generates £3,000 in revenue Significant admin support What they want: Ambitious and driven individuals 2+ years experience Advisors that enjoy working on the more complex cases. Get in touch with Will Betts at Integro Partners for more information on Disclaimer - Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role.

Part-Time Mortgage Administrator Location: Coleshill (easy access to M42 & M6) - on-site parking available Hours: 25-30 hours per week (flexible start/finish times) We're looking for someone with experience in mortgage administration to join our small, established team just outside of Birmingham city Centre . You'll help keep things running smoothly behind the scenes by supporting both clients and advisers throughout the mortgage process. What you'll be doing: Keeping track of mortgage and protection applications Collecting documents from clients and uploading them to our system Liaising with lenders, solicitors, and other third parties Updating clients and advisers on progress Handling incoming and outgoing calls General admin like scanning, emailing, data entry, and filing Making sure our office supplies are stocked What we're looking for: Previous experience in mortgage admin is essential Comfortable using computers and CRM systems Good attention to detail and a methodical approach Able to manage your time and keep things organised Friendly, professional phone manner Someone who's reliable and takes confidentiality seriously What we offer : A friendly, supportive team environment 23 days annual leave (pro rata) + bank holidays Pension scheme On-site parking Life insurance (Death in Service benefit) If this sounds like a good fit, we'd love to hear from you

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!

Paraplanner - Central Manchester Are you a Paraplanner with a passion for pensions and investments, and looking to take your career further? This is a fantastic chance to join a forward-thinking, award-winning financial planning business based in Central Manchester ( just a short walk from Manchester Piccadilly).You'll be part of a team that values collaboration, technical expertise, and professional growth - with the opportunity to directly contribute to delivering excellent client outcomes. The Role Carry out research on pensions and investments. Prepare clear, accurate, and compliant suitability reports. Work closely with advisers and administrators to ensure the best client outcomes. Suggest and implement process improvements. Keep your knowledge sharp with ongoing CPD. ? What We're Looking For 2-3+ years' paraplanning experience, ideally with pensions/pension switching. Diploma in Financial Planning (or working towards it). Strong report writing, analytical and organisational skills. Attention to detail and commitment to compliance. Confident with financial planning software and Microsoft Office (experience with Intelligent Office, Dynamic Planner, Genovo, Selectapension or FE Analytics is a plus). Proactive, detail-driven, and motivated to keep developing. ? What's on Offer Salary between £30,000 - £45,000 (depending on qualifications and experience). Supportive, professional, and friendly working culture. Study support for CII exams (study leave and exam bonuses included). Employer pension contributions. Private medical insurance (post-probation). Modern city-centre offices and great transport links. Regular social events organised by a staff committee. Location & Hours 100% office-based in Central Manchester. Monday to Friday, with flexible hours between 8am and 5pm. Take the Next Step If you're ready to develop your paraplanning career in a business that values technical skill, career progression, and client service, we'd love to hear from you. Apply today by sending your CV to

IFA Administrator - Stone Are you detail-driven, organised, and passionate about supporting clients and advisers in the financial planning sector? We're looking for an IFA Administrator to join a professional, supportive team in Stone .You'll play a vital role in ensuring the smooth running of client services, supporting advisers, and maintaining the highest standards of compliance and efficiency. The Role As an IFA Administrator, you'll provide comprehensive administrative support to financial planners and clients, including: Creating and maintaining accurate client records across platforms, back-office systems, and cashflow/risk profiling tools. Preparing client documentation and correspondence before and after meetings. Checking and processing new business applications accurately and in line with compliance standards. Recording and reconciling fees. Liaising with product providers, chasing progress, and ensuring timely updates for clients. Sending Letters of Authority and gathering key information. Obtaining illustrations, application forms, and portfolio valuations. Managing fund switches, rebalances, top ups and withdrawals. Providing a friendly, professional point of contact for client enquiries. Diary management - ensuring all meeting action points are logged and completed. Reviews & Client Support Preparing client review packs as part of the annual review process. Supporting financial planners during review meetings, if needed. Assisting with follow-up actions and implementation. General Administration Answering, screening, and forwarding calls. Maintaining accurate records on back-office systems. Opening, scanning, logging, and allocating post. Handling correspondence and other tasks as directed by management. ? What We're Looking For Previous experience in a financial services administration role (ideally IFA/wealth management). Strong organisational and communication skills. High attention to detail and accuracy. A proactive, professional approach with the ability to prioritise effectively. Good IT skills, including MS Office and back-office systems. ? What's on Offer Salary up to £28,000 (depending on experience). Holidays: 25 days + bank holidays . Death in service : 3x salary (from day one). Pension: 5% employer / 3% employee contribution via NEST. Private Medical Insurance after 1 year of employment. Support towards exam attainment . Discretionary Christmas bonus . Annual bonus scheme . Quarterly team socials . Modern offices in a convenient Stone location. Clear opportunities for career development in financial services. Location & Hours Stone office-based role. Monday to Friday, standard working hours. Take the Next Step If you're ready to develop your career in financial services and thrive in a supportive, professional environment, we'd love to hear from you. Apply today by sending your CV to

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.