Paraplanner - Remote Available

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.