Apprentice Paraplanner

To research and write suitability reports, process risk profiling reports, undertake fund research and model portfolio comparisons, and obtain quotes amongst other tasks.

Processing and maintaining compliant client files Preparing advisers for client review meetings Assisting in the preparation of financial reports, suitability letters, and cash flow analysis Researching and analysing financial products to meet client needs Administrative duties such as new business processing, collating and providing management information, organising future planning meetings and other day to day office activities Liaising with product providers and other third parties to gather necessary information Maintaining client records and ensuring all compliance standards are met Implementing adviser recommendations

Train towards CII Diploma in Financial Planning qualification over a period of 24-months.

Training:

Apprentices will achieve the Level 4 Paraplanner apprenticeship standard.

Develop the knowledge, skills and behaviours of successful Paraplanners.

Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not been a paid member before.

Includes digital study book and exam entry for each CII exam.

The Certificate in Paraplanning includes:

R01 Financial Services, Regulation and Ethics CF1 can be delivered instead of R01, depending on circumstances R02 Investment Principles and Risk R03 Personal Taxation J09 Paraplanning  

Fortnightly workshops for each R0 exam.

All workshops recorded and available on-demand.

Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals.

Additional resources through RM Advance.

Regular tutorials and assessments from an experienced financial services professional.

Training Outcome:

Pay review upon successful completion of apprenticeship, independent working, opportunity to progress career towards becoming a financial adviser, help with higher level exams.

Employer Description:
A successful Wealth Management company providing investment advice. The company has been established for over 13 years.

Working Hours :
9am - 5pm Monday to Friday. 1-hour lunch. 28 hours work, 7 hours study time/other off the job activities.

Skills:
Communication skills,IT skills,Number skills,Analytical skills,Time management,Interpersonal Skills,Mathematically Adept,Self-motivated,Desire to progress career