Apprentice Paraplanner

To support and assist in and support the functioning of our technical department and in the achievement and delivery of outstanding client outcomes, our business objectives and our regulatory obligations. Responsibilities will include, but not be limited to:

Helping to prepare review packs for client meetings Helping to write client reports and recommendations letters Preparing advice packs and application/nomination forms Submitting Requests for Information to providers Keying amendments and adjustments to policies and new applications onto the back-office system Helping with Research, using our available various tools Submitting business and maintaining client records on our systems

Training:
You will access your training online from the employers site address

Training Outcome:
The business has a track record of supporting staff to progress their careers

Employer Description:

We are a growing, national Chartered Financial Planner firm designing bespoke financial plans for individuals, business owners and corporate clients. As a truly independent, full‑service advisory business, we combine deep industry experience with a commitment to high standards, sustainability and community responsibility. Our growth is driven organically through referrals, by attracting quality advisers seeking a supportive, client‑centric environment, and by offering a thoughtful succession pathway for those retiring from the industry. As a proud B‑Corp, we stand by our values of integrity, authenticity, compassion and empowerment, helping people build, manage and protect their wealth so they can live the best lives possible.

Working Hours :
Monday to Friday, 09:00 - 17:00, 1-hour lunch.

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