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Trainee Paraplanner Apprentice
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Launch your career in financial planning with a leading team of Advisers and Paraplanners. Gain hands-on experience, professional training, and a clear pathway to becoming a qualified Paraplanner while making a real impact for clients.
Wage
£15,600 to £24,784.50, depending on your age
National Minimum Wage
Minimum wage rates (opens in new tab)
£500 a week.
Training course
Paraplanner and financial planner (level 4)
Hours
Monday to Friday 7.5 hours per day between 8am and 6pm with flexible working. Core hours are 10am to 4pm. 37.5 hours per week. 30 mins to 2 hours for lunch. 37 hours 30 minutes a week
Start date
Thursday 1 October 2026
Duration
2 years
Positions available
1
What you'll do at work
Candidates will be responsible for servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers. Candidates will also be supporting the paraplanning team, analysing information and conducting basic plan and fund research to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness.
Key responsibilities and accountabilities:
- Responsible for providing support to the paraplanners within the team
- Receiving and acting on instructions from advisers and paraplanners following client meetings.
- Maintaining accurate records using our internal back office system.
- Creating and producing suitability letters and reports in line with the paraplanning training program.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Providing records to support research undertaken.
- Obtaining illustrations and product information from providers
- Liaising with clients and product providers on outstanding documents and queries.
- Ensuring all client files are compliant on an ongoing basis.
Where you'll work
1 BOOTH PARK
CHELSFORD ROAD
KNUTSFORD
WA16 8GS
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SKILLS EDGE TRAINING LTD
Training course
Paraplanner and financial planner (level 4)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
Plan and prioritise work to support positive outcomes for both the customer and the firm.
Provide individual advice relevant to clients in line with regulatory requirements.
Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).
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Paraplanner –
- Analyse clients’ current circumstances and research appropriate solutions to meet their needs, objectives, and attitudes to risk.
- Provide financial planning support to colleagues using appropriate market knowledge and available software and research tools.
- Conduct technical product and fund analysis.
- Create personalised client-facing financial planning reports that are tailored appropriately to the audience and in line with regulatory and firm standards.
- Securely maintain client files with evidence of any research and analysis undertaken.
Financial Planner –
- Conduct KYC activities to fact-find relevant information and establish clients’ financial needs and objectives, including identifying when and where clients may be experiencing vulnerabilities.
- Establish overall risk profiles for clients through an understanding of the clients’ financial knowledge and experience, attitude to investment risk, capacity for loss, and understanding of their vulnerabilities.
- Identify, prioritise, and address clients’ needs in line with regulatory requirements.
- Deliver advice solutions that support clients in achieving their financial objectives.
- Collaborate with customers to create new opportunities for business growth, for example through referrals and networking.
- Establish clients’ views on responsible and sustainable investing and the impact this may have on available solutions and outcomes.
Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
Plan and prioritise work to support positive outcomes for both the customer and the firm.
Provide individual advice relevant to clients in line with regulatory requirements.
Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).
Training schedule
An apprenticeship includes regular training with a college or other training organisation. Off-the-job training will follow the time allocations outlined in the Occupational Standard.
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College or training organisation
SKILLS EDGE TRAINING LTD.
Your training course
Paraplanner and financial planner.
Equal to Level 4 (Higher national certificate).
Your training plan
You will access your training online from the employers site address.
More training information
You will achieve the Paraplanner and Financial Planner Level 4 Apprenticeship Standard: Fully and part funded learning and development programme that includes the DipPFS Diploma in Regulated Financial Planning Develop the knowledge, skills and behaviours of successful Paraplanners Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not previously been a paid member Includes CII digital study book and exam entry for each R0 exam
The Diploma in Regulated Financial Planning includes:
- R01 Financial Services Regulation and Ethics
- R02 Investment Principles and Risk
- R03 Personal Taxation
- R04 Pensions and Retirement Planning
- R05 Financial Protection
- R06 Financial Planning Practice
Fortnightly workshops for each R0 exam!
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real-time support and assistance from experienced financial services professionals
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial service professional
Essential qualifications
- Degree in:
Degree within Financial Services or Economics (grade N/A)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Administrative skills
- Analytical skills
- Logical
- Team working
Other requirements
- Must be able to drive due to location
- DBS Check will be undertaken
- Interviews will be two stage – Teams and a Presentation
Candidates will complete Level 4 Paraplanner apprenticeship over 24 months and will spend the first three months working in the client services team
Apogee Wealth Management Limited
Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. Apogee currently manages over £420m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism
http://www.apogeewealth.co.uk (opens in new tab)
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Progression to paraplanner, senior paraplanner or desk based adviser.
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
Calvin Goodson
calvin.goodson@skillsedge.co.uk
03333583559
The reference code for this apprenticeship is VAC2000047050.
Apply now
Closes in 21 days (Monday 31 August 2026 at 11:59pm)
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