Trainee Paraplanner – Up to £35k – Hybrid

About the role

Eden Rose, a well‑established wealth management firm in Wigan, is seeking a Trainee Paraplanner to join its financial planning team. This hybrid position offers a structured apprenticeship and the chance to develop a long‑term career in financial services.

Key responsibilities

• Support Financial Advisers with research and analysis
• Assist in the preparation of suitability and recommendation reports
• Gather and analyse client financial information
• Liaise with pension, investment, and insurance providers
• Maintain accurate client records and back‑office systems
• Support the ongoing servicing of clients
• Develop technical knowledge across pensions, investments, tax planning, and protection

Required 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

Required skills

What we offer

• Full apprenticeship and structured training provided
• Support towards professional qualifications (CII / LIBF)
• Clear progression path into a Paraplanner role
• Salary up to £35,000 per year
• Hybrid working arrangement