Paraplanner Development Role - Apprenticeship
HERITAGE FINANCIAL PLANNING LIMITED · Chester, CH4 9EP
Paraplanner and financial planner (level 4)
As a Paraplanner Apprentice, you’ll play an important role in supporting our Financial Advisers while learning the foundations of financial planning. You’ll gain real experience from day one, working closely with experienced professionals and studying towards your Level 4 Paraplanner qualification.
The work
Duties and Responsibilities:
Your duties will include but not be limited to:
- Support the advice process, including client liaison and communication
- Produce standard and customised reports, including suitability reports, meeting notes, and review letters
- Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers
- Attend client meetings, take notes, and follow up with actionable items
- Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner
- Work to deadlines, coordinating with operations and advisory teams to manage peak periods
- Uphold regulatory compliance throughout the advice process
Training
The successful candidate will complete a level 4 Paraplanner and Financial Planner apprenticeship.
Training provider: METAGEDU APPRENTICESHIPS LTD
What you come out with
Excellent progression available within the company.
What they are looking for
- Attention to detail
- Communication skills
- Organisation skills
Qualifications
- Essential · GCSE Maths 4-9
- Essential · GCSE English 4-9
Things to consider
Starting Salary: up to £20,000 per year + benefits. Benefits include: 20 days annual leave and shut down for Christmas Holidays. Support for exams and personal mentoring.
The employer
We are a family run business of Independent Financial Advisers, that specialises in providing trusted advice from navigating retirement and optimising your income, through to buying your first home.
Workplace
- Kinnerton House Pulford House Bell Meadow Business Park Park Lane, Chester, CH4 9EP