Level 4 Apprentice Paraplanner
-
Company: IAN BELL
-
Location: Matlock, DE4 4EG
-
Type: Apprenticeship
-
Salary: Apprenticeship Minimum Wage
-
Sector: Legal, finance and accounting
-
Ref: NAS-2000029084
-
Application Deadline Date: 30/05/2026
-
Start Date: 01/06/2026
-
Positions Available: 1
-
Working Week: You will be expected to work from the office between Monday to Friday. The hours will consist of usual office hours and you will get a half hour unpaid lunch break.
Brief Description
Are you looking for a career in the finance industry? Are you driven, dynamic and have a passion for success then start your career here. This apprenticeship will support your development in achieving your financial regulatory qualifications RO1, RO2, RO3, RO4, RO5 and R06 and inturn becoming a qualified Level 4 Financial Paraplanner.
Training to be Provided
This is a work-based apprenticeship, and you will be supported by a qualified tutor.
Future Prospects
For the right candidate this is a fantastic opportunity to become a fully qualified Paraplanner.
This is a career path. For the right candidate, you may also want to further develop your qualifications to become a Financial Advisor and possibly, in the future, become a chartered Level 6 Finance Professional.
Vacancy Detail
We are looking for a motivated and detail-oriented Trainee Paraplanner to join our team. This is an exciting opportunity for someone looking to start their career in financial services. Working closely with our Financial Planners and administrative team, you will support the advice process by undertaking research, preparing suitability reports, and ensuring high standards of compliance and service delivery.
- Conduct product and fund research to support advice strategies.
- Liaise with providers to gather accurate and up-to-date client information.
- Input and maintain client data using back-office systems (e.g., Salesforce, Voyant).
- Ensure all recommendations and reports comply with FCA regulations and internal procedures.
- Work towards gaining professional qualifications (R01, R02, R03 and J09 and developing knowledge of financial products and planning techniques.
- Provide administrative support as needed to ensure smooth client service delivery.