Paraplanner 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 close 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:

Heritage is an Independent Financial Advice practice that has been helping families protect their wealth for over 20 years.

As we are a small, family run business, we can apply a personal touch, unlike large corporate firms in which you will be treated as a number and passed from adviser to adviser. We are very proud of the fact that many of our clients have been with us for generations.

Working Hours :
Monday to Friday 9am to 5pm.

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