Apprentice Paraplanner

This fantastic opportunity offers you the chance to gain real exposure to the financial planning process, delving into a wide range of client scenarios. You'll be instrumental in supporting the preparation of suitability reports and various financial planning documents, conducting essential product and provider research, and assisting with compliance checks and data gathering. What truly makes this role shine is our commitment to your growth: you'll receive full support toward your professional CII qualification and direct mentorship from an experienced paraplanner and business owner. Plus, you'll enjoy the flexibility of working on a fully remote basis.

What makes this role stand out?

Fully remote – work from anywhere in the UK Real exposure to the financial planning process and a wide range of scenarios Full support toward your professional CII qualification Direct mentorship from an experienced paraplanner and business owner

What you’ll be doing:

Supporting the preparation of suitability reports and financial planning documents Conducting product and provider research Assisting with compliance checks and data gathering Interpreting client fact finds and objectives Collaborating remotely with industry experts

Training:

Your apprenticeship will be accessed via online sessions from your employers' site address.

Training Outcome:

Becoming a Paraplanner

Once you achieve your Diploma in Financial Planning (Level 4, covering R01 through R06), you'll be eligible to transition into a competent Paraplanner role. This significant step comes with increased responsibilities and rewards. As a Paraplanner, you'll have the exciting opportunity to share in the profits of each report written, directly benefiting from your excellent work. You'll also gain greater involvement in client servicing and liaison, allowing you to build stronger relationships and deepen your understanding of client needs.

Becoming a Partner Paraplanner

Your journey doesn't stop there! With our full support for your chartered exams, you'll be able to progress to a Partner Paraplanner role once you achieve Chartered Financial Planner status (Level 6). As a Partner Paraplanner, you'll reach the pinnacle of your career with us, sharing in the overall profits of the business. This senior position also comes with management oversight, encompassing both staff development and contributing to the strategic growth of the business.

Employer Description:
Root offers outsourced paraplanning services that are tailored to meet the specific needs of financial advisers and their firms. Provided by chartered paraplanners boasting extensive industry experience, we take pride in delivering suitability reports that not only meet the highest standards of quality but also seamlessly align with our clients existing branding and operational processes. In addition to suitability reports, we offer comprehensive technical support. We delve into the nitty-gritty of financial planning, undertaking extensive research, performing complex calculations, and conducting in-depth analyses of plan data. Our support services enable our clients to make well-informed decisions and provide the best possible financial guidance.

Working Hours :
Monday to Friday: 9:00 to 5:30, including 1 hour lunch.

Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative