Trainee Paraplanner Apprentice

Candidates will be responsible for servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers. Candidates will also be supporting the paraplanning team, analysing information and conducting basic plan and fund research to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness.

Key responsibilities and accountabilities:

Responsible for providing support to the paraplanners within the team Receiving and acting on instructions from advisers and paraplanners following client meetings. Maintaining accurate records using our internal back office system.  Creating and producing suitability letters and reports in line with the paraplanning training program. Analysing data and using research tools to provide solutions to meet client needs and objectives. Providing records to support research undertaken. Obtaining illustrations and product information from providers Liaising with clients and product providers on outstanding documents and queries. Ensuring all client files are compliant on an ongoing basis.

Training:

An apprenticeship includes regular training with a college or other training organisation. Off-the-job training will follow the time allocations outlined in the Occupational Standard.

College or training organisation
SKILLS EDGE TRAINING LTD.

Your training course
Paraplanner and financial planner.

Equal to Level 4 (Higher national certificate).

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

Training Outcome:

Progression to paraplanner, senior paraplanner or desk based adviser.

Employer Description:

Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. Apogee currently manages over £420m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism

Working Hours :
Monday to Friday 7.5 hours per day between 8am and 6pm with flexible working. Core hours are 10am to 4pm 37.5 hours per week. 30 mins to 2 hours for lunch.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Analytical skills,Logical,Team working