Integro Partners

Paraplanner Leamington Spa, Warwickshire - £33,000 to £40,000 DOE and qualifications. Permanent, full time Working alongside our advisers, you will be responsible for preparing comprehensive financial reports, undertaking technical research, and helping ensure that our advice is compliant, client-focused, and actionable. This role is ideal for someone with a strong technical foundation who enjoys being part of a close-knit team that values quality over quantity. About us: We are a well-established, client-centred financial services firm committed to providing personalised, impartial financial advice. Our strength lies in our independence, allowing us to offer truly bespoke solutions tailored to each client's unique financial goals. Due to continued growth, we're looking for an experienced Paraplanner to join our dedicated team and play a key role in supporting the delivery of high-quality financial planning services. Key responsibilities: Collaborate with IFAs to build tailored financial plans based on client needs and objectives Produce clear, compliant, and well-structured suitability reports Conduct in-depth product and provider research across pensions, investments, protection, and tax planning Liaise with clients and providers to gather necessary documentation and data Stay current with regulatory and industry changes, ensuring advice remains compliant Cash flow modelling and use of financial planning tools Attend initial meetings with our Independent Financial Advisers Essential requirements: Certificate in Paraplanning qualification or higher Experience in paraplanning within an IFA environment Strong knowledge of investment, pension, and protection products Excellent written and verbal communication skills High level of attention to detail and strong analytical skills Comfortable using back-office systems and financial planning software What we offer: The chance to work in a respected, growing IFA firm with a supportive culture Study support for further qualifications (e.g. Chartered status) 20 days holiday plus bank holidays, increasing with tenure Christmas office closure Full benefits and wellness package Regular social and charity events

Organised, proactive, detail orientated? We are looking for an experienced property professional to join of one of our highest performing teams as a Sales Progressor! As a Sales Progressor you will manage your own personal portfolio of properties and be responsible for progressing the property and managing customer expectations through to completion. The role involves regular communication and updates with buyers, sellers, their solicitors and any other party involved in the process to pre-empt issues, resolve delays, and keep all parties updated. You will play a vital role in some of our customer's biggest moments in their lives. As a Sales Progressor you will: Understand the buying a house process from start to finish and be the point of contact for your customers Receive fully packaged files from the team from your branch Introduce yourself to clients when they have agreed a sale Liaising with vendors, purchasers, solicitors, financial advisors and other estate agents Communicate with key stakeholders throughout the home buying process Follow up with all parts of the chain to ensure things are progressing in the quickest possible time Upsell financial services/solicitors/ surveys to support customers on their journey Manage the home buying process to ensure successful completion Ensure that our customers are given the highest level of service possible at all times Completion Forecasting Who are we looking for? Proven experience in Sales Progression or Estate Agency Strong knowledge of the house buying process Excellent communication and negotiation skills Great Attention to detail and strong organisational skills Ability to manage multiple transactions simultaneously Experience using CRM Systems What's in it for you: Competitive Commission Structure with various ways to earn Monthly prizes and incentives such as Aintree Ladies Day, team outings, Summer and Christmas parties and much more! Clear career progression and pathways within estate agency and the property sector Ongoing training and coaching 20 Days Annual Leave + Bank Holidays Hours of work are 09:00-17:30(Monday-Thursday), 09:00-17:00(Friday). No weekends. If you're looking to advance your career with a forward-thinking, successful estate agency, this is the perfect opportunity.

Paraplanner Liverpool Liverpool (minimum 3 days per week in office) Competitive salary + benefits I m currently working with a leading Independent Financial Adviser firm in Liverpool who are looking to bring an experienced Diploma-qualified Paraplanner into their team. This is a fantastic opportunity to join a supportive, growing business where you ll play a key role in delivering high-quality technical support and client-focused solutions. The Role: Provide technical support to Advisers, including research, analysis, and suitability reports Build cashflow models and assess client portfolios Ensure all advice is accurate, compliant, and aligned with client objectives Collaborate with colleagues across the business to deliver a seamless service Contribute to the development of team processes and efficiencies What they re looking for: Level 4 Diploma qualified in Financial Planning Proven Paraplanning experience within an IFA environment Solid understanding of financial planning products and compliance requirements Strong analytical, organisational, and communication skills A proactive approach, with confidence to challenge and support recommendations What s on offer: Competitive salary package (DOE) Hybrid working minimum 3 days per week in the Liverpool office Supportive culture with opportunities for professional development

Specialist Mortgage Broker Up to £40,000 + commission Office based - Coleshill Looking 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 (phone number removed) 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.

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

Financial Adviser £60,000 - £100,000 + commission London Hybrid / Remote working Are you an experienced Financial Adviser looking to improve their earnings? Frustrated with the level or volume of clients you current work with? Wanting to work for a reputable firm with existing business development relationships? If any of the above are true, then get in touch A UK based, multi award winning Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team of 45 in the London office. The preference is for this person to either already be Chartered or have completed additional exams towards this. This individual needs solid 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 inherit clients (circa £10m in AUM + additional added later), the firm need to ensure this individual can both manage existing and win new business. They already have existing processes in place they use to arrange networking events, produce marketing activity and grow the network and clients for their advisers, which is something you would have access to from day 1. You will receive Paraplanning and Admin support from their on-site team. Reasons to apply: Client bank to inherit Admin / Paraplanning support £60,000 - £100,000 basic plus commission OTE is £150K+ Exam support up to Chartered 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 £60,000 + commission Leicester Hybrid / 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.

Financial Adviser Circa £50-60K Leicestershire Hybrid / Remote working Are you an experienced financial adviser looking to improve their earnings? Frustrated with working low level clients? Wanting to work with more complex and niche products? If any of the above are true, then get in touch A Leicestershire based Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team. This individual needs solid 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 inherit clients, the firm need to ensure this individual can demonstrate a wealth of knowledge as well as evidence of handling multiple clients. Low validation and ongoing counting towards target means the bonus are very achievable, and encourages the IFAs to build their client bank further with new business meetings. You will receive Paraplanning and Admin support from their on-site team, including having Paraplanners attending meetings with you. Reasons to apply: - £10-15m client bank to inherit - Admin / Paraplanning support - Circa £50-60K basic + low validation level for bonus - Hybrid working available once settled in - Exam support up to Chartered if required If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you.

Financial Adviser £60,000 - £80,000+ commission Leeds Hybrid / Remote working Are you an experienced Financial Adviser looking to improve their earnings? Frustrated with the level or volume of clients you current work with? Wanting to work for a reputable firm with existing business development relationships? 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 an experienced Financial Adviser to join their Leeds based office, focusing on clients referred via accountancy firms. This individual needs solid 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 inherit clients (circa £15m in AUM), the firm need to ensure this individual can both manage existing, and win new business. They already have existing processes in place, focusing more on the accountancy network they have, to arrange networking events, produce marketing activity and grow the network and clients for their advisers, which is something you would have access to from day 1. You will receive Paraplanning and Admin support from their on-site team. Reasons to apply: Client bank to inherit Admin / Paraplanning support £60,000 - £80,000 basic plus commission Exam support up to Chartered 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 £60,000 + commission Newton-Le-Willows Hybrid / 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.

Financial Adviser £60,000 + commission Chelmsford Hybrid / 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.