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