Paraplannerat Integro Partners Ltd
IIntegro Partners LtdAltrincham
AltrinchamFull TimeOn-sitePermanent
salaryOn application
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Join Integro Partners Ltd as a Senior Paraplanner in Altrincham, where your expertise will contribute to our reputable Wealth Management team. This hybrid role offers the chance to grow in a dynamic environment while delivering exceptional support to our clients.
what you'll be doing
1Client AnalysisConduct thorough assessments of client financial needs and objectives.
2Report PreparationPrepare detailed reports and recommendations for client portfolios.
3CollaborationWork closely with financial advisers to develop tailored strategies.
4Regulatory ComplianceEnsure all advice meets industry regulations and best practices.
what you'll need
experience3+ years in paraplanning
hoursFull Time
startASAP
Financial AnalysisReport WritingClient ManagementRegulatory KnowledgeCommunication
Integro Partners Ltd is hiring a Paraplanner in Manchester. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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