Job Description

If you’re looking to kickstart your career in Paraplanning and are based in the Wrexham/Chester area, this could be the opportunity you’ve been waiting for!
Our client is a well-established and highly regarded Financial Adviser practice with a strong reputation, an employee-focused culture, and a fantastic working environment.
They are offering an exciting opportunity for a Trainee Paraplanner, providing a competitive salary of Circa £27,000, dependent on experience, along with an attractive benefits package.
You will ideally have a solid understanding of the financial services sector and possess the typical traits of a successful Paraplanner—being detail-oriented, analytical, and highly organised. While working towards your Diploma in Financial Planning would be an advantage, a passion for learning and professional development is essential.
This dynamic, mid-sized firm has a well-structured support system in place, enabling 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.
Next Steps
Does this sound like the right opportunity for you?
If so, we’d love to hear from you! Send your CV to Graham Hughes at graham@arrtalent.com today.
We look forward to supporting your career journey!
#arrtalent @arrtalent