Level 4 Apprenticeship in Financial Planning Apprentice
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Company CASTELL WEALTH MANAGEMENT LIMITED
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Provider SKILLCERT LIMITED
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Location London, EC3V 9BQ
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Type Apprenticeship
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Salary £26,500.00 per year
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Sector Legal, finance and accounting
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Ref NAS-2000063740
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Application Deadline Date 30/11/2026
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Start Date 04/01/2027
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Positions Available 1
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Working Week Working hours are Monday - Friday, 8.30am - 5.30pm, including an hour lunch break.
Brief Description
Are you interested in building a long-term career in financial planning? Join our growing Team based in the City of London and work towards the CII Diploma in Regulated Financial Planning, comprising R01- R06 while completing the Level 4 Paraplanner and Financial planner apprenticeship.
Training to be Provided
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.
Future Prospects
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.
Vacancy Detail
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