Paraplanner Development Role - Apprenticeship
-
Company HERITAGE FINANCIAL PLANNING LIMITED
-
Provider METAGEDU APPRENTICESHIPS LTD
-
Location CH4 9EP
-
Type Apprenticeship
-
Salary £20,000.00 per year
-
Sector Legal, finance and accounting
-
Ref NAS-2000059726
-
Application Deadline Date 15/11/2026
-
Start Date 16/11/2026
-
Positions Available 1
-
Working Week Monday - Friday 9.00am - 5.00pm.
Brief Description
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.
Training to be Provided
The successful candidate will complete a level 4 Paraplanner and Financial Planner apprenticeship.
Future Prospects
Excellent progression available within the company.
Vacancy Detail
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
Other Information
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.