Trainee Paraplanner in Wigan - Eden Rose

Trainee Paraplanner – up to £35,000 - hybrid

A well-established and growing wealth management firm is looking to recruit a Trainee Paraplanner to join their financial planning team. This is an excellent opportunity for someone looking to build a long-term career

Key Responsibilities:

• Supporting Financial Advisers with research and analysis
• Assisting in the preparation of suitability and recommendation reports
• Gathering and analysing client financial information
• Liaising with pension, investment, and insurance providers
• Maintaining accurate client records and back-office systems
• Supporting the ongoing servicing of clients
• Developing technical knowledge across pensions, investments, tax planning, and protection

Training & Development:

• Full apprenticeship and structured training provided
• Support towards professional qualifications (CII / LIBF)
• Clear progression path into a Paraplanner role

Candidate Profile:

• Strong attention to detail and organisational skills
• Confident communicator with a professional approach
• Keen interest in financial planning and wealth management
• Previous financial services or administrative experience is beneficial but not essential
• Motivated to learn and develop technical expertise