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Financial Services



Type of Position: Trainee Paraplanner
Pay: up to £22k

Trainee Paraplanner - Bolton - up to £22k

We are looking for a Trainee Paraplanner to join our client's wealth management company in Bolton. Earn up to £22k, depending on experience and qualifications.

Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing with clients' queries, ensuring compliance standards are met, coming up with financial solutions for clients, relationship building, and fulfilling administrative procedures. Salary dependent on experience.

Key skills/Experience required

  • Strong communication and customer service skills
  • Good knowledge of finance
  • Analytical Skills
  • Experience of working with financial software, managing records and databases.

If you are interested in this position, please email your CV to

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