Job Description
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.
- 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.
- 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.
- 100% office-based in Central Manchester.
- Monday to Friday, with flexible hours between 8am and 5pm.
About Integro Partners Ltd