Paraplanner

£30,000 - £35,000/Year

Paraplanner
Financial Services
Diploma Qualified
Wealth Management
Financial Planning
Report Writing
Investment Analysis
Compliance
Chester
Location
Wrexham, UK
Job Type
Permanent
Industry
Accountancy & Finance
Remote/Onsite
Must Be Onsite
Experience Required
3 - 8 Years
Education Required
Industry Specific
Required Skills
Diploma in Financial Planning (or studying towards)
strong technical knowledge of financial products and services
excellent research and analytical abilities
proficiency in Microsoft Office suite
experience with CRM systems
strong attention to detail
Job Summary
Are you ready to advance your Paraplanning career with one of the region's most respected Financial Advisory practices? This is a rare opportunity to join a prestigious firm where your expertise will be valued, your career development prioritised, and your work-life balance respected. As a practice that has built its reputation on excellence and innovation, they're now seeking a talented Paraplanner to play a crucial role in their continued success. Why This Role Is Special: • Work alongside industry-leading Financial Advisers • Enjoy genuine career progression opportunities • Be part of a supportive, collaborative team • Benefit from a culture that celebrates professional development • Experience true work-life balance with flexible working options Your Impact: As a key member of this dynamic team, you'll shape the financial futures of both personal and corporate clients. You'll have the opportunity to: • Drive the delivery of sophisticated financial planning solutions • Develop compelling client presentations that showcase your technical expertise • Contribute to the firm's growth through identifying client opportunities • Build lasting relationships with both clients and colleagues The Ideal Match: You're likely either Diploma qualified or actively pursuing your qualifications. More importantly, you're someone who: • Takes pride in producing meticulously researched reports • Thrives on solving complex financial planning challenges • Values building strong professional relationships • Brings fresh ideas and energy to their role • Has a natural eye for detail and accuracy Why Join Now? This is a pivotal time to join the practice as they enter an exciting growth phase. You'll be instrumental in shaping the future of both the team and the service they provide to clients. Ready to Take the Next Step? For a confidential discussion about this exceptional opportunity, please forward your CV to info@capturerecruitment.co.uk About Capture Recruitment: We specialise in Regulated Professional Services recruitment, understanding both the technical requirements and cultural fit that make a successful placement. Your application will be treated with the utmost confidentiality.
Experience
Your Technical Toolkit Should Include: • Experience in holistic financial planning • Strong research and analytical capabilities • Proficiency with financial planning software and MS Office • Understanding of compliance requirements • Excellent report writing skills
Job Benefits
- A competitive £35,000 salary
- Performance-driven bonus structure
- Comprehensive private medical insurance
- Gym Membership to support your wellbeing
- Genorous Holiday Allowance
- Flexible Working arrangements
- Structured career development pathway
Desired Skills
Advanced Diploma qualifications
experience with platform technologies
knowledge of investment products and markets
previous experience in a regulated environment
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