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Apprentice Paraplanner

Clear Cut Paraplanning Limited
The Stables Inglewood Manor, Badgers Rake Lane, Ellesmere Port, CH66 8PF
£19,000.00 annually
Closing date
25 May 2022

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Role Type
Apprenticeship, Higher
Start Date
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Clear Cut are an Independent Chartered Financial Planning Firm and have a proven history and excellent reputation of investing into the next generation of financial planners, having already enlisted numerous graduates in this role over the years and developing them from Administration & Graduate Paraplanners into; Paraplanners, Associate Financial Planners, Fund Analysts, Mortgage Advisers and Financial Planners and now looking for the next successful Graduate to join our team.

The ideal candidate requires no experience, but ideally a relevant degree (although not essential) in Maths, Business, Economics or Finance with grade 2:1 or a First.

The Role:

Full Training will be given on all aspects of the role, some duties will include:
  • Create and maintain accurate client records on back office systems, platforms and any other IT systems e.g. cashflow & risk profiler
  • Prepare client documentation and correspondence pre and post meetings as per business processes
  • Check accuracy and completeness of new business documentation
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm's standards
  • Ensure all supporting documentation is maintained as per company procedures
  • Ensure all work is followed up promptly in line with company standards
  • Liaise with product providers to ensure timely and accurate responses to clients
  • Obtain illustrations and application forms
  • Production of portfolio valuations
  • Ensure fund switches / rebalances / top ups / withdrawals are carried out accurately and within company timescales
  • Provide a friendly and professional point of contact for clients and enquiries
  • Ensure action points resulting from client meetings get diarised and dealt with

Requirements and prospects

Desired skills

  • Good communication skills

Personal qualities

  • Shows initiative and takes personal responsibility for completing tasks
  • Excellent attention to detail
  • Adopts a positive attitude, willing to assist others when busy
  • Highly organised, methodical and disciplined
  • Able to prioritise and plan workload
  • Able to work within defined business processes
  • Able to communicate effectively in verbal and written form
  • Able to work under pressure on occasions to achieve deadlines
  • Able to achieve agreed outcomes without supervision

Desired qualifications

  • Minimum GCSE grade C/4 and above in English and maths(or equivalent)
  • Minimum of 3 A-Levels(or equivalent)
  • Relevant degree (although not essential) in Maths, Business, Economics or Finance with grade 2:1 or a First (or equivalent)

Future prospects

Further progression within the business along with the completion of further professional qualifications.

Things to consider

  • Life Cover
  • Pension Contributions
  • Regular Team Lunches and Activity Days
  • Long Service Awards
  • 25 Days Holiday + the option to buy & sell additional days
  • Study Support and Study Leave with external training
  • Flexi-time working hours Spontaneous FOFs (Five Hour Fridays)
  • Memberships to PFS and other professional bodies
  • Annual Opticians Appointment

Please also check out our careers page for more information on this role -
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