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Paraplanner - Leading IFA Practice (Wrexham/Chester)

Paraplanner - Leading IFA Practice (Wrexham/Chester)

Capture Recruitment Ltd

Posted 2 days ago, valid for 24 days

Wrexham, Wrexham LL13 9PS, Wales

Full Time

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Sonic Summary

An experienced Paraplanner is sought to join a successful Financial Adviser practice in the Wrexham/Chester area.
The role requires at least 2 years of experience in holistic paraplanning and a diploma qualification or progress towards it.
Key responsibilities include providing paraplanning support, preparing client presentation packs, and conducting investment research.
The position offers a basic salary of £35,000, along with a regular bonus structure and additional benefits such as private medical insurance and gym membership.
The practice emphasizes career development within a supportive, employee-focused environment.

About the Role: Outstanding opportunity for an experienced Paraplanner to join a highly successful Financial Adviser practice in the Wrexham/Chester area. This mid-sized practice offers excellent career development within a supportive, employee-focused environment.

Key Responsibilities:

Provide comprehensive paraplanning support to advisers
Prepare detailed client presentation packs
Conduct investment and product research
Maintain client records and platform assets
Monitor new business progress
Ensure compliance adherence
Support business development initiatives

Essential Requirements:

Diploma qualified or studying towards qualification
At least 2 years experience
Experience in holistic paraplanning
Strong technical knowledge
Research and analytical skills
Excellent communication abilities
CRM system experience MS Office proficiency

Package Includes: • £35,000 basic salary • Regular bonus structure • Private medical insurance • Gym membership • Generous holiday entitlement • Flexible working options • Professional development support

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