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Apprentice Paraplanner

Bowcliffe Wealth Management Ltd
Bowcliffe Court, Wetherby, LS23 6LW
£244.00 per week
Closing date
7 Dec 2021

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Role Type
Apprenticeship, Higher
Start Date
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  • Sending Letter of Authority requests (LOA) to external providers for information on clients existing plans
  • Chasing these requests on a regular basis and updating internal systems and spreadsheets with progress made
  • Extracting and interpreting the information received in response to Letter of Authority (LOA) requests
  • Liaising with product providers for further information as required
  • Maintaining progress status and liaise with Paraplanners and Advisers
  • Maintaining Client records by inputting and updating accurate data
  • Actively monitoring Applications that have been submitted and ensure the plans are set up as quickly as possible
  • Preparation of documents for Adviser meetings
  • Liaising with external offices within the Partnership to request information outstanding for the Paraplanner's cases and to provide updates on those cases

Requirements and prospects

Desired skills

  • Good Attention to detail
  • Excellent telephone manner listens actively and questions to clarify own understanding.
  • IT skills - knowledge of Microsoft Office packages
  • Excellent written skills
  • Prioritises and makes effective use of time with good organisation skills

Personal qualities

  • Strong work ethic
  • Punctuality
  • Initiative
  • Ability to work under pressure to timescales
  • Works cooperatively and effectively with colleagues to complete tasks and achieve targets
  • Positive attitude/genuine enthusiasm
  • Willing to learn

Desired qualifications

  • GCSEs at grades C/4 or above(or equivalent) in maths and English Language

Future prospects

Progression to Paraplanner within the organisation is the path we would like to work towards

Things to consider

Own transport would be desirable in order to travel to the office but not essential.
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