About the Role:

An exciting opportunity has arisen for a Trainee Paraplanner to join an established Financial Advisory practice in the Wrexham area. This entry-level position offers structured mentorship and clear progression pathways within a supportive, mid-sized practice.

Key Responsibilities:

• Support Financial Advisers through client and provider liaison

• Prepare detailed client reports and presentations

• Conduct research for appropriate financial solutions

• Maintain client records within the CRM system

• Ensure compliance adherence

• Process and monitor new business applications

• Stay current with regulatory changes

Essential Requirements:

• Understanding of financial services sector

• Strong attention to detail and analytical capabilities

• Excellent organisational and time management skills

• Proficient communication abilities

• Microsoft Office proficiency

• Professional approach to confidential information

• Commitment to achieving Diploma in Financial Planning

The Ideal Candidate Will Demonstrate:

• Natural analytical abilities

• Strong problem-solving skills

• Professional integrity

• Enthusiasm for personal development

• Ability to work independently and collaboratively

Package Includes:

• Competitive salary of £27,000 (depending on experience)

• Structured training programme

• Professional qualification support

• Career progression opportunities

• Supportive working environment

For a confidential discussion about this opportunity, please forward your CV.