Wrexham
The opportunity for a Paraplanner to join an exceptional Wealth Management Practice working in their Wrexham office, who provide exceptional training and study support.
During a period of key expansion, we are assisting a client who is looking for a highly experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skill set, so the role can be tailored to exactly what you want.
What’s on offer?
- discretionary bonus
- medical package
- free parking
- exam/study support
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –
- Comfortable producing technical Suitability reports
- partially/fully level 4 qualified
- excellent people management skills
- High level of analytical capability and good communication skills (Client facing skills)
Apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Para-planner, Paraplanning