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.