Apprentice Paraplanner

Iceni Financial Advisers
Unit 6, Norwich, NR8 6RL
£220.00 per week
24 Jun 2019
15 Jul 2019
Role Type
Apprenticeship, Higher
Start Date
This is an exciting opportunity to join a local and well established firm of independent financial advisers as an apprentice Paraplanner. You will join the current back office team which supports the financial advisers, assisting them with a range of technical and administrative tasks.

As part of the role you will be expected to:
  • Process and deliver suitability reports for advisors
  • Learning and shadowing the financial planners to learn the financial planning process
  • Administration duties around the financial planning process
  • General day-to-day administration tasks such as filing and distributing the post and filing client documents
  • Maintaining client information accurately on the firm's financial planning software
  • Preparation for meetings
  • Preparing reviews of investment portfolios
  • Producing appropriate written correspondence to providers and clients.
  • Obtaining relevant research relating to proposed advice
  • Processing New Business
  • Liaising with clients
  • Supporting Financial Advisors and Paraplanners

Requirements and prospects

Desired skills

  • Good communication skills
  • Good telephone manner
  • IT literate

Personal qualities

  • Professional
  • Driven
  • Enthusiastic
  • Punctual
  • Presentable
  • Hard working

Desired qualifications

  • GCSEs grade C/4and above (or equivalent qualifications)in English and maths (Essential)
  • Completion of A Levels(or equivalent qualifications) (Desirable)
  • Completion of financial services qualification (Desirable)

Future prospects

There is the potential for right candidate to ultimately progress to becoming a full financial adviser. The average earnings of a financial adviser in this region is £50,000 per annum OTE whilst a good paraplanner can command in the region of £20,000-£30,000 per annum.

Things to consider

For further information on the Apprenticeship National Minimum Wage (ANMW), please refer to:

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