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Apprentice Paraplanner

3rd Floor, 24, Dale Street, Liverpool, L2 5RL
£22,000.00 - £30,000.00 annually
Closing date
16 Oct 2021

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Role Type
Apprenticeship, Higher
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Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records. The role will involve promoting the company's services in a professional and FCA compliant manner.

The role will be to provide a comprehensive, confidential and professional support service to Financial Advisers in all aspects concerned with the efficient and effective administration of their client base. These tasks are to include:
  • Draft annual review reports for clients
  • Acknowledging, vetting and processing of new business applications for all products
  • Fully utilise back-office system (Intelligent Office) to ensure client records are up to date and accurate
  • Preparing for client meetings producing all required compliance documentation
  • Preparing suitability reports as required
  • Dealing with general client queries, both verbal and written
  • Maintain excellent working knowledge of providers' systems and requirements
  • Learning to use financial software such as FE Analytics, Select-a-Pension

Requirements and prospects

Desired skills

  • Financial Services Experience with an IFA
  • Knowledge of Intelligent Office
  • Understanding of the Financial Planning process
  • Excellent interpersonal and communication skills, both written and verbal
  • Ability to multitask and prioritise effectively

Personal qualities

  • Detailed and accurate
  • Enthusiastic
  • Punctual

Desired qualifications

  • Minimum GCSE grade C (4) and above or equivalents in English and maths
  • Completion of A levels or level 3 programme
  • Completion of Financial Services related qualifications

Future prospects

Future progression and development for the right candidate.
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