Experienced Wealth Management Professional
4 weeks ago
We are seeking an experienced Paraplanner to join our dynamic Wealth Management Practice in Wrexham. As a key member of our team, you will be responsible for providing research and technical support to our Advisors. If you have a strong background in financial products and compliance, excellent communication skills, and proficiency with IT systems, we encourage you to apply.
About the Role:
This role offers a competitive salary up to £45k, as well as health care and corporate gym benefits. You will also enjoy 22 days holiday, increasing with length of service, and Christmas to New Year closure. With opportunities for personal and professional development, this is a great chance for career growth in a forward-thinking practice.
Responsibilities:
- 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.
Requirements:
- 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.
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