Apprentice Financial Services Paraplanner

Summary

We are offering a role in our growing business. Lots of on the job training. Lots of support and development to learn a wonderful career in financial services. Carrying out this apprenticeship offers a wonderful opportunity to learn the whole operation of financial advice. Career options on completion could be a Paraplanner or a Financial advisor.

Wage

£15,704 to £25,396.80 a year

Minimum wage rates (opens in new tab)

Salary will increase dependant on performance and qualifications.

Training course

Financial adviser (level 4)

Hours

Monday to Friday, 9.00am - 5:30pm.

40 hours a week

Possible start date

Tuesday 1 April

Duration

2 years

Positions available

1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

Submission of applications
Answering Telephone
Liason with Providers to chase up progress of applications.
Reaching out to clients to book appointments
Scheduling appointments
Service calls and checks with customers.
Completion of applications in an articulate and careful manner.

Where you’ll work

968 WARWICK ROAD
SOLIHULL
B91 3HN

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Financial adviser (level 4)

Equal to higher national certificate (HNC)

Course contents

Know your customer: Make decisions confidently and autonomously in full awareness of the risk/potential external implications attached. Know when to seek further professional input, whilst maintaining high ethical standards and adhering to Treating Customers Fairly requirements.
Customer service: Proactively and regularly meet the company’s stated service/quality assurance standards, including complaints procedures.
Customer service: Consistently support colleagues and collaborate to achieve a successful customer outcome.
Business development: Develop long term relationships with customers. Create new opportunities for business growth through referrals and networking. Build a new business or sustain and grow an existing business by prioritising workloads and deliver in accordance with the associated business plan.
Managing Risk: Apply regulatory requirements both in the role of a Financial Adviser and also as applied to the Company. Maintain, the Fit and Proper person standards as laid down by the relevant regulator(s).
Using systems and processes: Demonstrate technical proficiency in using the firm’s I.T. systems required to complete the advice process, maintain accurate records, and agree review meetings to sustain the client / adviser relationship. Ensure Data Protection Act is not contravened.
Communication skills: Build rapport and communicate with empathy. Present and explain complex information simply and clearly both orally and verbally.

Your training plan

Training schedule will take place on line or at our offices.

We are part of Openwork And they will offer lots of training courses in addition to your CII requirements. You will have further understanding after completion of application submission.

Requirements

Essential qualifications

GCSE in:

Maths (grade 6)

Desirable qualifications

GCSE in:

English (grade 6)

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
Attention to detail
Organisation skills
Problem solving skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working

Other requirements

Please do not apply if you are not prepared to work really hard and are super ambitious. The role of an financial advisor is serious. It takes years of dedication to clients and your role. It is a long term role. Please consider how serious you are about giving 100%. Our ambitious company is driven and you will be expected to give it 100%.

About this company

At Atwal Wealth, we provide tailored wealth management solutions, delivering exceptional service to our clients. Established 22 years ago we have clients throughout the UK. Our firm is growing rapidly and we want the absolute best staff. So if your motivated, have high attention to detail and are ready to learn. then we would love to you to join our fun friendly team.

http://www.atwalwealth.co.uk (opens in new tab)

After this apprenticeship

Financial Advisor:

Following intensive sales training and development, you will required to contact lots of clients during your advanced training period.
You will be more focused on liaison with clients and relationships with clients. You will be required to meet clients face to face and over the phone/ Video.
Your long term role will be relationship management and building with clients as well as of course offering advice and solutions to help them have a better financial future.

Financial Paraplanner:

You will be required to analyse cases and start to offer recommended solutions of advise. As well as process and submit cases. You are the liaison between the clients and the business.

Ask a question

The contact for this apprenticeship is:

Atwal Wealth Management

harpreet singh atwal

harpreet@atwalwealth.co.uk

07970749536

The reference code for this apprenticeship is VAC1000305992.

Apply now

Closes in 11 days (Saturday 15 March at 11:59pm)

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