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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.
