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Senior Paraplanner Wealth Management
Job in
Wrexham, Wrexham County, LL13, Wales, UK
Listed on 2026-02-16
Listing for:
MERJE
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A wealth management firm based in the United Kingdom is seeking an experienced Paraplanner to join their team on a full-time basis. The role involves producing high-quality suitability letters, conducting thorough analysis, and working closely with Financial Planners to meet client needs. Ideal candidates will have 3-5 years of paraplanning experience and relevant industry qualifications. Join a collaborative environment dedicated to maintaining compliance and providing excellent client service.
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Position Requirements
10+ Years
work experience
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