Paraplanner and Financial Services Apprentice

Duties and Responsibilities:

Your duties will include but not be limited to:

Support the advice process, including client liaison and communication. Produce standard and customised reports, including suitability reports, meeting notes, and review letters. Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers. Attend client meetings, take notes, and follow up with actionable items. Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner. Work to deadlines, coordinating with operations and advisory teams to manage peak periods. Uphold regulatory compliance throughout the advice process.

Training:

The successful candidate will complete a level 4 Paraplanner and Financial Planner apprenticeship.

Training Outcome:

Excellent progression available within the company.

Employer Description:
F D Cummins Financial Planning offers advice on retirement, investments, estate planning, protection, and using a carefully selected range of products.

Working Hours :
Monday - Friday, 08:30 - 17:30.

Skills:
IT skills,Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Team working,Administrative skills