Paraplanner Work, Jobs in Wrexham, Wrx (with Salaries)

Paraplanner
Moneytree Financial Solutions —Runcorn
- £20 an hour
- Part-time
- Microsoft Office
- Organisational skills
- IT
- Free parking
- Annual leave
Quick apply
2d
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
RGH‑Global Limited —Liverpool
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Employee discount
- Referral programme
11d
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Annual leave
11d
Paraplanner
Hoxton Wealth —Liverpool
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply

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Paraplanner/Trainee IFA (hybrid)
Slater Financial Ltd —Buxton
This position bridges the gap between high-level paraplanning and face-to-face client advising, providing a fully funded, transparent route to becoming a fully…
£38,000 - £42,000 a year
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Paraplanner

Moneytree Financial Solutions
Runcorn

Quick apply

Job details

Permanent | Part-time | Full-time
£20 an hour
2 days ago

Benefits

Free parking
Annual leave
Company pension
On-site parking

Qualifications

Pension
Report writing
Microsoft Office
Organisational skills
IT
Communication skills

Full job description

Paraplanner

Location: Sutton Weaver, Cheshire
Job Type: Full-time or Part-time
Salary: £20.00 per hour (depending on experience)
Holiday: 4 weeks annual leave plus Bank Holidays (pro rata)

About Moneytree Financial Solutions

Moneytree Financial Solutions is a well-established financial planning firm and part of the Quilter Financial Planning network. We pride ourselves on delivering excellent service and building long-term relationships with our clients.

Due to continued growth, we are looking for an experienced Paraplanner to join our friendly and supportive team.

The Role

Working closely with our Financial Advisers, you will provide technical support and research, prepare suitability reports and recommendations, liaise with providers, and help deliver outstanding client outcomes while ensuring FCA compliance.

Key Responsibilities

Prepare suitability reports for pensions, investments, mortgages, protection and retirement planning.
Conduct technical research and analyse client arrangements.
Liaise with providers and third parties.
Prepare illustrations and supporting documentation.
Assist with pension transfers, investment switches, ISA transfers and ongoing reviews.
Maintain accurate client records using Intelligent Office (IO).
Ensure all work complies with FCA regulations and Consumer Duty.
Support advisers with technical research and case preparation.

About You

Must Haves:

At least 3 years' Paraplanning experience within an Financial Advice practice.
Level 4 Diploma in Financial Planning (or be working towards it).
Strong technical knowledge of pensions and investments.
Excellent report writing and communication skills.
High attention to detail and excellent organisational skills.
Familiarity with Intelligent Office (IO), Quilter Platform and Microsoft Office would be highly advantageous.

Apply Now

If you're an experienced Paraplanner looking to join a growing and supportive financial planning firm, we'd love to hear from you. Please send your CV and a covering letter to apply - [email protected]

Pay: £20.00 per hour

Benefits:

Company pension
Free parking
On-site parking

Work Location: In person

Quick apply

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