Bespoke - Advice Limited - Chartered Financial Planners Worcester, England, United Kingdom
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Chartered Financial Planner and Climate Risk Professional
Apprentice Paraplanner Opportunity at Bespoke Advice Ltd
Location: Worcester, UK
Salary: Starting at £23,000 with increments upon successful exam completion
About Us:
Bespoke Advice Ltd is a forward-thinking financial advisory firm dedicated to providing tailored financial solutions to our clients. We are committed to nurturing talent and fostering professional growth within our team.
Role Overview:
We are seeking a motivated Apprentice Paraplanner to join our Worcester office. This apprenticeship offers a comprehensive 18-month program combining practical experience with structured learning through an official government apprenticeship scheme. Successful candidates will have the opportunity to continue with the firm post-apprenticeship, with ongoing support towards achieving Chartered status.
Key Responsibilities:
1. Assist in preparing financial reports and suitability letters.
2. Support financial planners in client review processes.
3. Conduct research and analysis of financial products.
4. Manage administrative tasks, including new business processing and maintaining client records.
5. Liaise with product providers and third parties to gather necessary information.
Requirements:
1. Minimum of 5 GCSEs, including at least a Level 5 in Maths and English Language.
2. Strong attention to detail and analytical skills.
3. Excellent communication and interpersonal abilities.
4. A proactive attitude and eagerness to learn.
5. No prior experience necessary; full training will be provided.
Benefits:
1. 25 days of annual leave plus bank holidays.
2. Critical illness cover.
3. Structured exam support with salary increments upon successful completion.
Application Process:
To apply, please submit your CV and a cover letter detailing your interest in the role and how your qualifications align with the requirements. Applications can be sent to enquiries@bespoke-advice.com or submitted through our website at www.bespoke-advice.com.
Join Bespoke- Advice Ltd and embark on a rewarding career path in financial planning.
Seniority level
Internship
Employment type
Full-time
Job function
Finance and Sales
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