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Apprentice Paraplanner and administrator

Employer
SHEAVYN ASSOCIATES FINANCIAL MANAGEMENT LIMITED
Location
11 LEEDS ROAD, BARWICK IN ELMET, LEEDS, LS15 4JE
Salary
£9,379.50 annually
Closing date
24 May 2022

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Specialism
Other
Sector
Unspecified
Role Type
Apprenticeship, Higher
Start Date
July
Duration
Permanent
What will the apprentice be doing?
  • Assisting the financial advisers

Assisting the Admin Team
  • Updating the client database
  • Liason with clients and providers
  • Answering the telephone
  • Carrying out Research and Preparing reports
  • All manner of office duties

What training will the apprentice take and what qualification will the apprentice get at the end?

Training organised with the London Institute of Banking and Finance. Webinar Training followed by various examinations. Process to be set and agreed with apprentice

The role of a paraplanner is rapidly changing, becoming increasingly technical and demanding.

DipPP will give you the knowledge and skills you need to meet new challenges in paraplanning and demonstrate your professional expertise.

Your studies will cover the purpose and nature of different financial products, as well as the ethical issues, regulation and the legal framework underpinning the industry.

You'll discover more about how consumers are affected by socio-economic factors and taxation. This will enable you to provide detailed research proposals for a financial adviser to present to their client.

DipPP will give you a solid foundation to advance your career in financial services and expand your career opportunities.

Your studies will cover
The UK financial services industry in its European and global context
The Financial Conduct Authority's (FCA) responsibilities and approach to regulation
The different types of risk and how they relate to institutions and individuals
Ethical, legal and vulnerability considerations
The impact of taxation on investments and other recommended solutions
The skills you need to produce a suitability report

What is the expected career progression after this apprenticeship?

Paraplanning Qualifications

LIBF Level 4 Diploma in Paraplanning (DipPP)

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Team working

Qualifications

GCSE or equivalent English (Grade 4) Desired
GCSE or equivalent Maths (Grade 4) Desired

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