Trainee Paraplanner

£25,000 - £27,000/Year

Trainee Paraplanner
Financial Services
Diploma in Financial Planning
Entry Level Finance
Financial Planning
Wealth Management
Investment Analysis
Client Services
Wrexham
Location
Chester, UK
Job Type
Permanent
Industry
Accountancy & Finance
Remote/Onsite
Must Be Onsite
Experience Required
0 - 3 Years
Education Required
Industry Specific
Required Skills
Basic financial services knowledge
analytical abilities
attention to detail
Microsoft Office proficiency
professional communication skills
organisation skills
time management
ability to handle confidential information
Job Summary
Are You Ready to Start Your Journey in Financial Services? Looking for that perfect springboard into a rewarding Paraplanning career? This isn't just a job – it's your gateway into the dynamic world of financial services, complete with structured training, professional qualifications, and clear progression paths. Why This Is Your Perfect First Step: • Learn from industry experts who are invested in your success • Gain hands-on experience with both private and corporate clients • Receive full support towards your Diploma in Financial Planning • Join a practice known for developing future industry leaders • Be part of a supportive, collaborative team What Makes This Opportunity Special? You'll join a prestigious Financial Advisory practice in Wrexham that's earned its reputation for excellence and employee development. They don't just want to hire you – they want to invest in your future. Your Journey Will Include: • Working alongside experienced Financial Advisers • Learning to craft compelling client presentations • Developing research and analytical skills • Understanding the intricacies of financial planning • Building valuable client relationship skills What You'll Bring to the Role: Why Start Your Career Here? • Learn from the best in the industry • Clear pathway to becoming a qualified Paraplanner • Supportive team environment • Real responsibility from day one • Structured development programme Ready to Start Your Financial Services Career? If you're ambitious, analytical, and eager to learn, we want to hear from you! This role offers the perfect foundation for building a successful career in financial services. Take the First Step: Send your CV to abigail@capturerecruitment.co.uk for a confidential discussion about launching your Paraplanning career. About Capture Recruitment: We specialise in connecting ambitious individuals with leading financial services firms. We understand both the technical requirements and personal qualities that make a successful Paraplanner.
Experience
What You'll Bring to the Role: Required Skills: Basic understanding of financial services, strong analytical abilities, excellent attention to detail, proficiency in Microsoft Office, professional communication skills, enthusiasm for learning, commitment to achieving qualifications Desired Qualities: Natural problem-solving abilities, integrity and professionalism, eagerness to learn, team player mentality, organizational skills, ability to manage priorities
Job Benefits
- £27,000 starting salary
- Structured training programme
- Full support for professional qualifications
- Clear career progression pathway
- Supportive, learning-focused environment
- Opportunity to grow with a leading firm
Desired Skills
Problem-solving abilities
team player mentality
eagerness to learn
professional integrity
research capabilities
numerical aptitude
ability to interpret complex information
client service orientation
adaptability
Apply
Upload Your CV
Please upload a PDF or Doc file. Max 3mb in size.
Your Details
Job Managed With