Apprentice Paraplanner
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Company: BESPOKE-ADVICE LIMITED
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Location: Worcestershire, WR1 1HD
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Type: Apprenticeship
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Salary: £24,000.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000016408
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Application Deadline Date: 30/03/2026
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Start Date: 07/04/2026
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Positions Available: 1
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Working Week: Monday to Friday, 09:00 - 17:00, 1-hour lunch.
Brief Description
Provide day‑to‑day support to the technical team by preparing client documentation, conducting research, maintaining accurate records, and assisting with policy administration. The role contributes to delivering high‑quality client outcomes and meeting business and regulatory requirements.
Training to be Provided
- You will access your training online from the employers site address
Future Prospects
- The business has a track record of supporting staff to progress their careers
Vacancy Detail
To support and assist in and support the functioning of our technical department and in the achievement and delivery of outstanding client outcomes, our business objectives and our regulatory obligations. Responsibilities will include, but not be limited to:
- Helping to prepare review packs for client meetings
- Helping to write client reports and recommendations letters
- Preparing advice packs and application/nomination forms
- Submitting Requests for Information to providers
- Keying amendments and adjustments to policies and new applications onto the back-office system
- Helping with Research, using our available various tools
- Submitting business and maintaining client records on our systems