Ellis James Partners Ltd
Clwyd Wen, Wrecsam, Wrexham LL13, UK
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...