Level 4 Apprenticeship in Financial Planning Apprentice

We are looking for two motivated and detail-oriented Financial Planning Apprentices to join our team. Working closely with our Financial Advisers, Paraplanners and administrators, you will gain practical experience across the financial advice process while developing your technical knowledge.

Under supervision, you will:

• Conduct product and fund research to support financial-planning strategies
• Liaise with providers to obtain accurate and up-to-date client information
• Maintain client information on our CRM system and use specialist financial-planning tools
• Support the preparation of accurate and compliant client files, recommendations and suitability reports, working under the supervision of experienced colleagues
• Work towards gaining professional qualifications (R01, R02, R03, R04, R05 & R06) and developing knowledge of financial products and planning techniques
• Provide administrative support as needed to ensure smooth client service delivery

Training

Paraplanner and Financial Planner Level 4.

This is a work-based apprenticeship with no day release. All training and support will be delivered in the workplace and also by the training provider.

After the apprenticeship

Subject to successful completion and performance and business requirements, there will be an opportunity to progress into a permanent Associate Paraplanner Position. Candidates interested in financial advice may subsequently be supported towards an adviser pathway and further Level 6 or Chartered qualifications.