Required Skills admin Paraplanner Job Summary A fantastic opportunity has arisen to join a well-established and highly regarded Financial Adviser practice in the Wrexham/Chester area. With a strong reputation, employee-focused culture, and excellent working environment, this role offers the perfect platform to launch your Paraplanning career. The Role We're seeking a Trainee Paraplanner to join our dynamic team, offering a competitive salary of circa £27,000 (dependent on experience) plus an attractive benefits package. The ideal candidate will have a solid understanding of the financial services sector and embody the key traits of a successful Paraplanner—being detail-oriented, analytical, and highly organised. While progress towards a Diploma in Financial Planning would be advantageous, we primarily value a passion for learning and professional development. As part of our mid-sized firm, you'll benefit from a well-structured support system that enables our Financial Advisers and Paraplanners to efficiently serve both personal and corporate clients. Trainee Paraplanner Responsibilities Support advisers by liaising with clients and financial providers to help implement advice Prepare client reports, documentation, and presentations using approved templates and checklists Conduct research to help identify suitable financial solutions in line with client needs Maintain accurate records within the CRM system Ensure all compliance documentation is up to date and correctly filed Monitor the progress of new business applications and follow up on outstanding requirements Stay informed about industry regulations and professional developments Key Skills & Attributes Required A keen eye for detail and accuracy Strong organisational and administrative skills An analytical mindset with the ability to interpret complex information A proactive and eager-to-learn attitude Ability to prioritise workloads and meet deadlines Excellent written and verbal communication skills Proficiency in Microsoft Office applications A professional, ethical, and confidential approach to work If you're passionate about building a career in financial services and possess these qualities, we'd love to hear from you. This role offers an excellent opportunity to develop your skills within a supportive and professional environment.