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Apprentice Paraplanner

Wayne Austin Ifa Ltd
Unit 2, Tabley Court, Victoria Street, Altrincham, WA14 1EZ
£17,500.00 - £24,000.00 annually
Closing date
9 Jul 2022

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Role Type
Apprenticeship, Higher
Start Date
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Financial Administration Duties
  • Essential administration tasks, including answering client calls, communicating with investment providers and diary management for advisers.
  • Valuation reports and review meeting preparation for advisers.
  • Packaging and sending client reports.
  • Complete application forms.
  • Processing new business applications.
  • Processing fund switches.
  • Understand the compliance process for new business and take responsibility for maintaining records.

Apprentice Paraplanner Duties
  • Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet clients' needs.
  • Prepare review summary letters and suitability letters.
  • Ensure all files are compliant, both advice and administration.
  • Implement investment strategies

Requirements and prospects

Desired skills

  • Ability to adapt to changing needs.
  • Good organisational skills with the ability to prioritise workload.
  • High level of professionalism, attention to detail and integrity.
  • Good spoken and written English.

Personal qualities

  • Approach work positively with a can-do attitude. Attitude is often more important than aptitude.
  • Be punctual and committed.
  • Happy, motivated and keen to work within a small successful business.

Desired qualifications

GCSE, or equivalent,C/4 in maths and English minimum or equivalent.

Future prospects

Upon successful completion of the apprenticeship you will have the opportunity to study towards full level 4 diploma. Depending on your aptitude you could then progress farther down the paraplanner or trainee financial adviser route.
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