Paraplanner (Remote)

Wrexham, Clwyd
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Job Title: Paraplanner
Location: Wrexham (Hybrid/Fully Remote Available)
Salary: Up to £40k (Dependent on experience)

Overview:
A dynamic SJP Partner 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 SJP and 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, ideally with SJP.

* 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

Job Info
CV-Library logo
Job Title:
Paraplanner (Remote)
Company:
CV-Library
Location:
Wrexham, Clwyd
Salary:
£35000 - £40000 Per annum
Posted:
Sep 16th 2024
Closes:
Oct 17th 2024
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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