Trainee Paraplanner - Wrexham - Excellent Development Opportunity
Abi_Clayton
Member
Trainee Paraplanner - Excellent Development Opportunity
Location: Wrexham/Chester Area Salary: £27,000 per annum (experience dependent) Type: Permanent
About the Role: A well-established Financial Advisory practice in Wrexham is seeking a Trainee Paraplanner to join their growing team. This is an excellent entry-level opportunity offering structured mentorship and clear progression pathways.
What You'll Do:
Support Financial Advisers with client and provider communications
Prepare client reports and presentations
Conduct research for appropriate financial solutions
Maintain client records and process new business applications
Ensure compliance adherence
What You'll Need:
Understanding of financial services sector
Strong analytical and attention to detail capabilities
Excellent organisational skills
Professional approach to confidential information
Commitment to achieving Diploma in Financial Planning
What's On Offer:
Structured training programme
Professional qualification support
Career progression opportunities
Competitive benefits package
Supportive working environment
How to Apply: Please forward your CV to Abigail Clayton at abigail@capturerecruitment.co.uk