Please ensure Javascript is enabled for purposes of website accessibility Paraplanner, Jobs, 1822



Wrexham, North Wales

Salary: £28,000 - £35,000

Prestige Recruitment Group are currently recruiting for a Paraplanner for a leading Financial Planning firm based in Wrexham, North Wales. Our client is looking for an experienced Paraplanner who is organised, result driven to join their team. If you have the paraplanning experience and qualifications required for this role, please keep reading!


  • Prepare the suitability reports.
  • Analyse and research financial products, review and monitor funds.
  • Provide a high level of paraplanning service to the Financial Advisors.
  • Contribute knowledge to the Financial Advisors.
  • Keep up to date with technical knowledge and any industry changes
  • Prepare and process documentation, such as risk analysis reports

Skills and Experience:

  • Full Diploma in Financial Planning qualified or working towards the qualification.
  • Paraplanning experience.
  • Strong technical knowledge of financial planning
  • Financial Planning technical administration.
  • Report writing skills
  • Knowledge and experience of using Financial Planning Software

This is an excellent opportunity to join a reputable and growing company, which offers a great working environment, great benefits package and a competitive salary package.

If you fulfil these requirements, please apply today.

18 April 2024
Financial Planning
Wales, North Wales
Salary: £28,000 - £35,000