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.
Training:All training be delievered in the workplace and there is a requirement for 20 percent of the time to be off the job training. You will also need to study for exams and pass them to the required grading level.Training Outcome: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 develep your qualifications to become a Financial Advisor and possibly in the future, become a chartered Level 6 Finace Professional.Employer Description:SJ Bettridge Financial Planning is a well-established and client-focused financial planning firm based in Astwood Bank, Worcestershire. We are committed to providing holistic financial advice and tailored planning solutions to individuals, families and business owners. Our success is built on integrity, professionalism, and a personalised approach to each client’s financial goals.Working Hours :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.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
Shadowing the adviser, visiting clients
Completing client files
Managing and inputting client data
Producing cash flow models for clients
Client interaction
Training:You will work towards an Advanced Level 3 Business Administration Apprenticeship, delivered by VQ Solutions. You will have a dedicated VQ Mentor and will also be supported internally by your manager. During this apprenticeship, you will develop a portfolio, attend workshop sessions and have regular reviews. The best part? All apprenticeship work will be completed during working hours.Training Outcome:The majority of our apprentices are offered full-time employment upon the successful completion of their apprenticeship. With this position, there is the opportunity to progress to become a qualified paraplanner or a financial advisor.Employer Description:Jones and Partners is a growing financial advisory firm based in Harrogate, offering expert financial planning. With a focus on personal service and long-term relationships, the firm helps clients plan for a secure and successful future through clear, tailored advice.Working Hours :Monday - Friday between 09:00 - 17:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Non judgemental,Good time management,Flexibility,Ability to prioritise....Read more...
Shadowing the adviser, visiting clients
Completing client files
Managing and inputting client data
Producing cash flow models for clients
Client interaction
Training:You will work towards an Advanced Level 3 Business Administration Apprenticeship, delivered by VQ Solutions. You will have a dedicated VQ Mentor and will also be supported internally by your manager. During this apprenticeship, you will develop a portfolio, attend workshop sessions and have regular reviews. The best part? All apprenticeship work will be completed during working hours.Training Outcome:The majority of our apprentices are offered full-time employment upon the successful completion of their apprenticeship. With this position, there is the opportunity to progress to become a qualified paraplanner or a financial advisor.Employer Description:Jones and Partners is a growing financial advisory firm based in Harrogate, offering expert financial planning. With a focus on personal service and long-term relationships, the firm helps clients plan for a secure and successful future through clear, tailored advice.Working Hours :Monday - Friday, between 09:00 and 17:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Non judgemental,Good time management,Flexibility,Ability to prioritise....Read more...
Job Description:.
We're working with a leading financial planning firm to recruit an experienced Paraplanner on a 12-month fixed-term contract in Edinburgh. This is a fantastic opportunity to join a well-established team of Financial Planning Directors, supporting the delivery of high-quality, client-focused advice.
Skills/Experience:
CII Diploma in Financial Planning (essential)
Chartered status or working towards (desirable)
Proven paraplanning experience
Strong knowledge of UK tax and pension legislation
Core Responsibilities:
Prepare suitability reports and client cashflow models
Attend client meetings and provide research and follow-up support
Assist with annual reviews and ongoing client service
Manage your own workflow and ensure timely, accurate output
Support the delivery of team income objectives
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16106
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
As an Apprentice Financial Planning Administrator, you will support our financial advisers and administrative team in delivering high-quality service to clients. This role offers structured training, hands-on experience, and the opportunity to gain a professional qualification in financial services.
Key Responsibilities:
Maintain and update client records in our back-office system
Assist in processing new business applications for pensions, investments, mortgages and protection
Prepare documentation for client meetings, including valuations and research
Handle client queries via phone and email with professionalism and efficiency
Ensure compliance with regulatory requirements and company policies
Perform general administrative tasks such as scanning and data entry
Work as part of a team, joining meetings and activities to support teamwork and learning
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner, Mortgage Adviser or Financial Adviser by completion of further study. This would also be supported by us.Employer Description:We are a fast growing, young and dynamic company who plan to be around for a long time and take succession planning very seriously. We value our employees as much as we value our clients and all team members will have a structured development plan throughout their careers with us which will allow them to develop both personally and professionally.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience,Eager to learn....Read more...
About the Role
This is an exciting opportunity to gain hands-on experience in the financial planning sector while working towards nationally recognised qualifications. You’ll be an important part of our team—supporting advisers and helping keep everything running smoothly behind the scenes.
Key ResponsibilitiesAs a Client Services Administrator Apprentice, you’ll:
Support advisers with day-to-day client administration
Prepare and process client documents and correspondence
Maintain accurate client records and back-office systems
Handle incoming calls, emails, and post professionally and promptly
Assist with appointment scheduling and diary management
Liaise with providers to obtain quotes and valuations
Follow compliance procedures and maintain confidentiality
Learn about financial products, services, and industry regulations
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
· R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:At Deans Wealth Management, your apprenticeship is just the beginning. We’re committed to helping you grow—offering clear progression routes into roles like Paraplanner, Client Relationship Manager, or even Financial Adviser. With ongoing training and real responsibility, your career can really take off here.Employer Description:We look after our clients in a way many other firms choose not to. We focus on getting to know our clients and what they want to achieve at every stage of there life.
Then, we have there back when it comes to all things financial. From tax planning and investment strategies to exiting their business or planning for retirement, we make sure their finances are always working hard for them.
Your future shouldn’t be left to chance. We create financial plans for life.Working Hours :Monday to Friday, 8.45am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Friendly,Eager to learn,Reliable,Responsible....Read more...
