Trainee Paraplanner

  • Apprenticeship Reference: 627969685-2
  • Date Posted: 17 June 2022
  • Apprentice Employer: CAPIO RECRUITMENT LIMITED
  • Location: Bath, Somerset
  • Apprentice Pay: £20,000 to £28,000
  • Apprenticeship Sector: Banking and Financial, Project Management
  • Apprenticeship Type: Permanent

About this Apprenticeship

Job Title: Trainee Paraplanner

Salary: Bath

Location: £ Negotiable

A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.

They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options.

The business is built around having a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance of building a career with them.

The Role:

This role would sit within the back-office function of the business and would involve a combination of administrative and paraplanning duties as you progress within the role. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key.

There will also be contact with providers and you will work closely with the firm's Financial planners to provide a comprehensive service to the firms clientele.

If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you.

The Required Skills:

  • Experience working within a Financial Planning or Wealth Management Firm is essential.
  • An understanding of paraplanning with knowledge around Suitability report writing is desirable.
  • Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous.
  • Personable professional who is comfortable dealing with clients both written and verbally.
  • A good understanding and knowledge around pensions and investments

If you are interested in hearing more about this position, please get in touch with us at Capio.