Company Description
Celtic Financial Planning Ltd is a Multi-Award-Winning Chartered Financial Planners firm based in the historic Market Town of Mold, with services extending across North Wales and beyond. The company is dedicated to building long-term relationships with clients by crafting personalised financial strategies aligned with their goals and aspirations.
Emphasising service-led and goal-based financial planning, Celtic prioritises simplifying complex financial concepts to focus on practical solutions. The team prides itself on offering honest and approachable advice, free from sales-driven motives.
Role Description
This is a full-time hybrid role for a Paraplanner, based in Mold with the flexibility to work from home part-time. The Paraplanner will support financial planners by preparing detailed and accurate client suitability reports, analysing financial data, researching investment options, and assisting with the management of client portfolios. The role also involves ensuring compliance with regulatory requirements and contributing to delivering a high level of service to clients.
Qualifications
Strong knowledge and expertise in Financial Planning
Proficiency in Analytical Skills and understanding Investments
Experience or capability in Report Writing, with attention to detail and clarity
Excellent organisational and communication abilities
Relevant qualifications such as a Diploma in Financial Planning or progress toward Chartered status are highly desirable
Proficiency in financial planning software and technical research tools is an advantage
Ambition to progess to a trainee financial adviser
What We Offer
At Celtic Financial Planning, we believe in building careers, not just filling roles. Here is what you can expect as part of our team:
Fully funded professional qualifications
Including support towards chartered status and ongoing CPD, with study time and exam costs covered.
Four day working week
Full-time salary, four day structure.
Birthday off
An extra day's leave to enjoy your birthday properly.
Christmas shutdown
Office closure over Christmas, outside of your normal annual leave entitlement.
Profit share scheme
When the firm performs well, the team shares in that success.
Competitive salary
Based on experience, qualifications and the value you bring.
Death in service benefit
Providing financial protection for your family.
Regular team days and social events
Strategy days, planning sessions and time together as a team.
Clear career progression
Structured development pathways within a growing Chartered firm.
Modern, digital systems
Efficient processes, minimal paperwork, forward-thinking approach.
Supportive and ambitious culture
High standards, strong ethics, and a team that genuinely backs each other.
Well-stocked staff room
Free snacks and drinks to keep you fuelled.
Growing, respected firm
FCA directly authorised, Chartered status, managing substantial client assets and continuing to grow year on year.
We work hard, we expect high standards, and we reward commitment. If you want to be part of a firm that is building something properly, you will fit in well here.