Trainee Paraplanner Apprenticeship

We are looking for a motivated and detail-oriented Trainee Paraplanner to join our team. This is an exciting opportunity for someone looking to start their career in financial services. Working closely with our Financial Planners and administrative team, you will support the advice process by undertaking research, preparing suitability reports, and ensuring high standards of compliance and service delivery.

Conduct product and fund research to support advice strategies. Liaise with providers to gather accurate and up-to-date client information. Input and maintain client data using back-office systems (e.g., Salesforce, Voyant). Ensure all recommendations and reports comply with FCA regulations and internal procedures. Work towards gaining professional qualifications (R01, R02, R03 and J09 and developing knowledge of financial products and planning techniques. Provide administrative support as needed to ensure smooth client service delivery.

Training:

All training be delievered in the workplace and there is a requirement for 20 percent of the time to be off the job training. You will also need to study for exams and pass them to the required grading level.

Training Outcome:

For the right candidate this is a fantastic opportunity to become a fully qualified Paraplanner.

This is a career path. For the right candidate, you may also want to further develep your qualifications to become a Financial Advisor and possibly in the future, become a chartered Level 6 Finace Professional.

Employer Description:
SJ Bettridge Financial Planning is a well-established and client-focused financial planning firm based in Astwood Bank, Worcestershire. We are committed to providing holistic financial advice and tailored planning solutions to individuals, families and business owners. Our success is built on integrity, professionalism, and a personalised approach to each client’s financial goals.

Working Hours :
You will be expected to work from the office between Monday to Friday. The hours will consist of usual office hours and you will get a half hour unpaid lunch break.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness