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Paraplanner - Remote Available

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Ellis James Partners Ltd

2024-09-21 15:32:36

salary: 40000.00 British Pound . GBP Annual

Job location Wrexham, Clwyd, United Kingdom

Job type: fulltime

Job industry: Accounting

Job description

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.

Inform a friend!

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