Apprentice Paraplanner

As an Apprentice Paraplanner you will learn the technical aspects of financial planning whilst developing your knowledge of financial products and services under the guidance of a senior paraplanner and the advisers.

Your role will be to assist the Financial Advisors with the:

Preparation of client reports Conducting research Managing administrative tasks Gathering financial data Ensuring all regulatory and compliance standards are met Liaising with 3rd party providers to capture product details

Training:

You will access your training online from the employers site address.

Training Outcome:
Opportunity to achieve a Level 4 Diploma in Financial Planning Progression opportunity to a Financial Planning position Support for the right candidate to Chartered Financial Planning

Employer Description:
Our business is built around our core principles of trust, integrity, openness, and a commitment to consistently deliver superior customer service and expert advice. At the heart of everything we do is the strength of the relationships we have built and continue to build with our clients and their families. We take great pride in the personable service and quality advice that we provide and we feel privileged to advise clients who have trusted us with their financial planning needs. We firmly believe that always acting in our clients' best interests will allow us to continue to look after our existing clients as well as working with new ones through continued personal recommendation. We very much see EA Wealth as a family Practice and look forward to delivering the same quality of advice to the future generations for many years to come. We offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to: • Build or preserve capital to achieve your future aspirations • Simply invest tax efficiently • Gain financial protection against risk • Manage your wealth for succession planning

Working Hours :
Monday - Friday, 9.00am - 5.00pm, with 1hr lunch break.

Skills:
Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Analytical skills,Team working,Initiative