Apprentice Paraplanner

Summary

This is a great opportunity for someone aspiring to progress in the financial services sector. Working closely with the firm's Independent Financial Advisers preparing pre-meeting documentation, and post-meeting advice reports. This is an active role requiring precision and research skills to meet client objectives and needs.

Wage: £15,000 a year
Minimum wage rates (opens in new tab)
Training course: Paraplanner (level 4)
Hours: 9am - 5pm Monday to Friday. 1-hour lunch. 28 hours work, 7 hours study time/other off the job activities.
35 hours a week
Possible start date: Monday 2 June
Duration: 2 years
Positions available: 1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you’ll do at work

To research and write suitability reports, process risk profiling reports, undertake fund research and model portfolio comparisons, and obtain quotes amongst other tasks.

Processing and maintaining compliant client files
Preparing advisers for client review meetings
Assisting in the preparation of financial reports, suitability letters, and cash flow analysis
Researching and analysing financial products to meet client needs
Administrative duties such as new business processing, collating and providing management information, organising future planning meetings and other day to day office activities
Liaising with product providers and other third parties to gather necessary information
Maintaining client records and ensuring all compliance standards are met
Implementing adviser recommendations

Train towards CII Diploma in Financial Planning qualification over a period of 24-months.

Where you’ll work

HILLSIDE HOUSE
WINDMILL LANE
HENFIELD
BN5 9UW

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Paraplanner (level 4)

Equal to higher national certificate (HNC)

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check for the adviser firm.
Customer communication & relationships: Develops effective and enduring relationships with customers & key contacts through effective verbal/written/IT skills. Can handle & resolve issues. Can write reports that includes the necessary technical language but articulates in a way that client’s understand.
Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results.
Planning & prioritising: Demonstrates relevant level of skills to be able to provide thorough research & analysis. Can plan & prioritise work effectively in order to deliver good outcomes for both the customer & the business.
Using systems & processes: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements.

Your training plan

Apprentices will achieve the Level 4 Paraplanner apprenticeship standard.

Develop the knowledge, skills and behaviours of successful Paraplanners.

Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not been a paid member before.

Includes digital study book and exam entry for each CII exam.

The Certificate in Paraplanning includes:

R01 Financial Services, Regulation and Ethics
CF1 can be delivered instead of R01, depending on circumstances
R02 Investment Principles and Risk
R03 Personal Taxation
J09 Paraplanning

Fortnightly workshops for each R0 exam.

All workshops recorded and available on-demand.

Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals.

Additional resources through RM Advance.

Regular tutorials and assessments from an experienced financial services professional.

Requirements

Essential qualifications

GCSE in:

English & Maths (grade 4)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Number skills
Analytical skills
Time management
Interpersonal Skills
Mathematically Adept
Self-motivated
Desire to progress career

About this company

A successful Wealth Management company providing investment advice. The company has been established for over 13 years.

http://www.astutewealthplanning.com/ (opens in new tab)

After this apprenticeship

Pay review upon successful completion of apprenticeship, independent working, opportunity to progress career towards becoming a financial adviser, help with higher level exams.

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Calvin Goodson

calvin.goodson@skillsedge.co.uk

01603 577962

The reference code for this apprenticeship is VAC1000306961.

Apply now

Closes on Saturday 3 May 2025

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