Paraplanner Hybrid/Remote - Ellis James Partners Limited : Job Details

Job Title: ParaplannerLocation: Wrexham (Hybrid/Remote Available)Salary: Up to £40k (Dependent on experience) Overview: A dynamic SJP Partner 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 SJP and 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, ideally with SJP.
• Strong technical knowledge of financial products and compliance.
• Proficiency with IT systems (Salesforce, Microsoft Office).
• Excellent communication and organisation skills.

What’s included?

• Competitive salary up to £40k
• Health care and corporate gym benefits
• 22 days holiday, increasing with length of service
• Christmas to New Year closure (no need to save holiday)
• Hybrid/remote work options
• Friendly, supportive team environment
• Opportunities for personal and professional development

 This role is perfect for an experienced Paraplanner looking for career growth in a forward-thinking practice.