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Job Title: Paraplanner
Location: Wrexham (Hybrid/Fully Remote Available)
Salary: Up to £40k
Overview:
A dynamic Wealth Management Practice in Wrexham is seeking a Diploma-qualified, or working towards, Paraplanner to join their growing team. This hybrid/remote role offers excellent opportunities for personal development within a supportive and ambitious environment.
What will you do?
- Provide research and technical support to Advisors.
- Prepare suitability reports, illustrations, and financial documentation.
- Ensure all reports comply with FCA guidelines.
- Collaborate with the wider team to ensure smooth business processing.
- Stay updated on products and regulatory changes.
What do you need?
- Diploma-qualified (DipPFS) or working towards it.
- Previous experience in wealth management or IFA
- Strong technical knowledge of financial products and compliance.
- Proficiency with IT systems (Salesforce, Microsoft Office).
- Excellent communication and organisation skills.
What’s included?
- Competitive salary up to £40k
- Health care and corporate gym benefits
- 22 days holiday, increasing with length of service
- Christmas to New Year closure (no need to save holiday)
- Hybrid/remote work options
- Friendly, supportive team environment
- Opportunities for personal and professional development
This role is perfect for an experienced Paraplanner looking for career growth in a forward-thinking practice.
