Apprentice Paraplanner

1 day left

Andrew David Associates
£12,000.00 annual salary
06 Jun 2017
25 Jun 2017
Role Type
Start Date
We are a local Wealth Management firm dedicated to providing excellent service to our clients. The growth of our business has meant that we need an enthusiastic and ambitious financial services professional to support the client facing advisers. The ideal candidate would be both analytical and capable of drafting reports.

  • Provide investment summaries for the Partners client meetings
  • Contact investment providers to establish valuations and product details for our clients
  • Assist with the production of client solutions and recommendations
  • Use analysis software to assess performance and outcomes of client decisions and investment performance
  • Facilitate the investment and movement of client funds
  • Deliver a monitoring and review process of client's assets
Requirements and prospects Desired skills
  • Good demonstration of Maths & English
  • Ability to work with numbers
  • Competent with Microsoft Word, Excel and Power Point
  • Ability to work on your own but also within a team
  • Able to communicate clearly both with colleagues and clients
  • Someone who puts the client at the centre of everything you do
Personal qualities

Positive attitude, enthusiastic and ambitious.

Qualifications required
  • A Levels in Maths and or English would be useful
  • A good demonstration of the ability to analyse and construct written reports is essential for this role.
Future prospects We offer a structured career path validated by industry qualifications initially as a Paraplanning Professional and potentially thereafter as a Regulated Adviser.

Things to consider The National Minimum Wage (NMW) for Apprentices is £3.50 per hour from 1st April 2017. This applies to 16-18 year old Apprentices and those aged over 19 in the first year of their Apprenticeship. For all other Apprentices the National Minimum wage appropriate to their age applies. The wage for Apprentices applies to both time spent on the job and time spent training.