Paraplanner

About Integrity365

Integrity365 is a rapidly expanding financial advisory firm known for its commitment to professional excellence, combining modern technology and strong interpersonal skills to deliver valuable, trustworthy financial advice. The company emphasizes a holistic approach encompassing mortgages, protection, investments, retirement, and later life planning, always prioritizing people over processes. As an independent advisory team, Integrity365 ensures tailored financial plans for each client through its team of highly qualified Independent Financial Advisers, many holding Chartered Financial Planner status.

Role Overview

We are expanding our team of in-office Paraplanners to provide essential support to our Independent Financial Advisers. We seek candidates who embody our core principles of trust, transparency, and integrity to help deliver top-tier financial advice and exceptional client services across locations including Inverness, Helensburgh, Essex, Leicester, Bristol, and High Wycombe.

Responsibilities and Qualifications

The ideal candidate will have at least three years of experience working in a dynamic Financial Services Administration environment, possess broad product knowledge, and be experienced with Intelliflo software suites. You will play a key role in assisting with financial planning tasks to ensure our clients receive personalized, effective solutions.

Compensation and Benefits

• Competitive remuneration based on experience
• A supportive and collaborative team environment

Application Information

If you meet our criteria and wish to take your career forward with Integrity365, please prepare a cover letter along with your CV for consideration.