Level 4 Apprenticeship in Financial Planning Apprentice

Introduction

Are you interested in building a long-term career in financial planning? Join our growing Team based in the City of London and work towards the CII Diploma in Regulated Financial Planning, comprising R01- R06 while completing the Level 4 Paraplanner and Financial planner apprenticeship.

About the Employer

Castell Wealth Management is an award-winning Senior Partner Practice of St. James’s Place, based in the City of London.

We were recognised among the FTAdviser Top 100 Financial Advisers in 2024. We are an ambitious and growing practice with a collaborative team and a strong commitment to developing new talent.

What You'll Do

We are looking for two motivated and detail-oriented Financial Planning Apprentices to join our team. Working closely with our Financial Advisers, Paraplanners and administrators, you will gain practical experience across the financial advice process while developing your technical knowledge.

Under supervision, you will:

• Conduct product and fund research to support financial-planning strategies
• Liaise with providers to obtain accurate and up-to-date client information
• Maintain client information on our CRM system and use specialist financial-planning tools
• Support the preparation of accurate and compliant client files, recommendations and suitability reports, working under the supervision of experienced colleagues
• Work towards gaining professional qualifications (R01, R02, R03, R04, R05 & R06) and developing knowledge of financial products and planning techniques
• Provide administrative support as needed to ensure smooth client service delivery

Training Outcome

Subject to successful completion and performance and business requirements, there will be an opportunity to progress into a permanent Associate Paraplanner Position. Candidates interested in financial advice may subsequently be supported towards an adviser pathway and further Level 6 or Chartered qualifications.

Skills Required

• 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

Qualifications

• Essential - GCSE - English - 4-9
• Essential - GCSE - Maths - 4-9

Course Information

Course: Paraplanner and financial planner (level 4)

Level: 4

Route: Legal, finance and accounting

Apprenticeship Level: Higher

Working Arrangements

Working Week: Working hours are Monday to Friday, 8:30am to 5:30pm, including hour lunch break.

Expected Duration: 2 Years

Training Provider: SKILLCERT LIMITED

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