Apprentice Paraplanner

Assist the Financial Adviser in researching, analysing & formulating financial recommendations, tailored to meet the client’s individual needs, using a variety of software and tools Prepare personalised reports which confirm the advice in an understandable and compliant way Complete technical financial calculations and cash flow forecasting Take a proactive approach to problem solving – find opportunities to streamline processes and contribute to business development Collaborate with a welcoming team to gain exposure to all aspects of the financial planning journey, working alongside operations, compliance and support services Ensure recommendations and processes comply with regulations and manage risk Contribute to a cooperative and professional office environment and support positive relationships with clients Maintain client records and process applications according to company processes and confidentiality principles

Training:
Your training will be accessed online from the employers site address

Training Outcome:
The CII Diploma in Regulated Financial Planning Level: 4 meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas A successful apprentice may develop a long-term career as a Paraplanner within the business, with further development opportunities including Senior Paraplanner and Financial Planner

Employer Description:
Protocol Capital Management provides Independent Financial Advice with a focus on long-term personal relationships, holistic planning and a high standard of client care.

Working Hours :
Monday - Friday, 9.00am - 5.00pm. 1 hour lunch.

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