Apprentice Paraplanner

Recruiter
Iceni Financial Advisers
Location
Unit 6, Norwich, NR8 6RL
Salary
£220.00 per week
Posted
24 Jun 2019
Closes
20 Jul 2019
Ref
VAC001549705
Specialism
Finance
Sector
Unspecified
Role Type
Apprenticeship, Higher
Start Date
July
Duration
Permanent
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: https://www.gov.uk/national-minimum-wage-rates

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