Apprentice Financial Planning Assistant

About the role

Financial Planning Assistant (FPA) 🚀

Ready to kickstart a career in finance that's all about building real connections and making a tangible impact? We're on the hunt for an ambitious and driven individual to join our team as a Financial Planning Assistant (FPA), a role that's essentially your launchpad to becoming a top-tier Paraplanner. 💼

This isn't just about crunching numbers; it's about getting hands-on with our clients, building trust, and becoming a vital part of their financial journey. We're looking for someone who's excited to dive deep, learn the ins and outs of financial services, and grow alongside us. 🌱

What you'll be doing:

• Be the go-to person for nurturing awesome relationships with our clients. 🤝
• Master the art of coordinating client meetings – the engine of our service! 🗓️
• Own the prep work and follow-up for client meetings, working shoulder-to-shoulder with our Financial Planners and Senior Paraplanners. Think cashflow planning and beyond! 📈
• Be a supportive presence in client meetings, assisting our Financial Planners as needed. 🗣️
• Be the detective with product providers, gathering and analysing crucial policy info. 🕵️‍♀️
• Craft clear, compliant, and accurate meeting notes that lead to top-notch suitability reports. ✍️
• Become a wizard with our Platforms, producing all the essential paperwork for new clients (illustrations, applications, KIIDs, the works!). 📄
• Keep our client files shipshape and compliant. ✅

What we're looking for:

• You're keen to build a long-term career in the financial services industry. 🎯
• You're ready to become a technical whiz while building serious confidence working directly with clients. 💪
• Comfortable chatting with clients and supporting advisers in meetings. 💬
• Eager to take ownership of client cases as you gain experience. 💯
• You're a quick learner, ready to get stuck into client administration to build the foundation for your apprenticeship studies and FPA skills. 📚

This is an office-based role with a clear career path that can lead all the way to becoming a Financial Planner for those who show the skills, dedication, and commitment. Let's build something great together! 🌟

Key responsibilities

• Support the business in building and maintaining deep, meaningful relationships with all clients
• Own client meeting preparation and post-meeting follow up work alongside Financial Planners and Senior Paraplanners, including cashflow planning
• Attend client meetings, assisting Financial Planners as and when required
• Liaise with product providers to obtain and analyse existing policy information
• Produce timely, compliant and accurate meeting file notes, leading to the writing of quality suitability reports

Entry requirements

GCSE in: (English (grade Grade 4(C)), Maths (grade Grade 4(C)))