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Paraplanner Hybrid/Remote

Paraplanner Hybrid/Remote

Ellis James Partners Limited

Posted 5 days ago, valid for 10 days

Wrexham, Wrexham LL144EJ, Wales

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The job is for a Paraplanner position located in Wrexham, offering a hybrid/remote work option.
The salary for the role is up to £40,000, depending on experience.
Candidates must be Diploma-qualified or working towards the qualification, with previous experience in wealth management preferred.
The responsibilities include providing research and technical support, preparing financial documentation, and ensuring compliance with guidelines.
The position offers opportunities for personal and professional development in a supportive team environment.

Job Title: ParaplannerLocation: Wrexham (Hybrid/Remote Available)Salary: Up to £40k (Dependent on experience) Overview: A dynamic SJP Partner 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 SJP and 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, ideally with SJP.
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.

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