?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:
1. Provide comprehensive support to Financial Advisers through client and provider liaison
2. Prepare detailed client reports and presentations using approved templates and checklists
3. Conduct research to identify appropriate financial solutions to align with client needs
4. Maintain meticulous client records within the CRM system
5. Ensure compliance adherence and proper documentation
6. Process and monitor new business applications
7. Keep abreast of regulatory changes and industry develop...