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Date Added: Tue 22/10/2024

Paraplanner

Wrexham, LL13, UK
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Company: ELLIS JAMES PARTNERS LTD

Job Type: Permanent, Full Time

Salary: £30000 - £45000/annum

Job Title: Paraplanner
Location: Wrexham (Hybrid - 1 day per week)
Salary: Up to £45k

Overview:
A dynamic Wealth Management Practice in Wrexham is seeking an experience Paraplanner to join their growing team. This hybrid 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?

* Minimum of 2 years experience working as a paraplanner. Diploma-qualified (DipPFS) or working towards it if beneficial.

* 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 £45k

* 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 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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