?Trainee Paraplanner - Wrexham Salary: £27,000 per annum (depending on experience) Location: Wrexham/Chester Area About Our Client: We are partnering with a distinguished Financial Advisory practice in the Wrexham area. With an exemplary reputation in the industry, they have cultivated an environment that prioritises employee development and professional growth. Their commitment to excellence has established them as a leading firm in the region, serving both private and corporate clients. The Opportunity: This is an exceptional entry-level position for an ambitious individual seeking to build a career in Paraplanning. The role offers structured mentorship and clear progression pathways within a supportive, mid-sized practice. Key Responsibilities: Provide comprehensive support to Financial Advisers through client and provider liaison Prepare detailed client reports and presentations using approved templates and checklists Conduct research to identify appropriate financial solutions to align with client needs Maintain meticulous client records within the CRM system Ensure compliance adherence and proper documentation Process and monitor new business applications Keep abreast of regulatory changes and industry developments Essential Requirements: Solid understanding of financial services sector Outstanding attention to detail and analytical capabilities Exceptional organisational and time management skills Strong verbal and written communication abilities Proficiency in Microsoft Office suite Professional approach to confidential information Commitment to achieving Diploma in Financial Planning (study support provided) Ideal Candidate Profile: We are seeking individuals who demonstrate: Natural analytical abilities with the ability to interpret complex information Strong problem-solving skills Professional integrity Enthusiasm for personal development Ability to work both independently and as part of a team Benefits Package: Competitive basic salary along with attractive benefits package. Structured training programme Professional qualification support Career progression opportunities Supportive working environment The successful candidate will join a practice known for its commitment to professional development and excellence in client service. This role presents an ideal opportunity for someone looking to establish a rewarding career in financial services. To Apply: For a confidential discussion about this opportunity, please forward your CV to ? ADZN1_UKTJ