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.

Ellis James Partners Ltd

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