An exciting new opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established Wealth Management company based in Wrexham. This is a fantastic opportunity join their successful, busy Paraplanning Team, providing support to the Advisor team and the wider practice when advising our clients on financial strategies, plans, products. Our client is offering a competitive salary and benefits package, along with a friendly and professional working environment to the successful Paraplanner.


  • Providing high quality support to the advisor team
  • Preparing suitability letters and reports
  • Research and analyse financial products to meet Client requirements and objectives
  • Analysing clients’ requirements, data and understanding the desired outcome
  • Accurately recording client data
  • Ensuring advisor and clients are updated throughout complete process
  • Work within and stay up to date with template changes and advice notes
  • Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
  • Liaising with the wider admin team to ensure effective and high standard business processing
  • Contribution at admin team meetings

Required skills:

  • Experience in Paraplanning role within an IFA or Wealth Management environment
  • Experience of the pension transfer market
  • Experience of the administration of IHT and/or Investment products
  • Professional; ability to interact well with Clients, colleagues and providers
  • High level of accuracy and analytical skills
  • Highly organised
  • Demonstrates taking initiative
  • Excellent written and verbal communication skills
  • Excellent IT Skills
  • Approaches work positively with a can-do attitude and take responsibility for own tasks
  • Works well as an individual and as part of a large team
  • Open to change with a creative approach to problem solving

What we offer you:

  • 30 days holiday (inclusive of bank holidays)
  • NHS Top up Medical Cash Plan
  • Pension


If you feel that this could be the right role for you then apply now and we’ll be in touch.

  • Date Posted:
    16th October 2020
  • Location:
  • Salary:
    £25,000 - £32,000 DOE

To discover more, please get in touch...