Business Administrator/Paraplanning Apprentice Avidity Wealth Management Group Ltd

An opportunity to gain professional qualifications within the wealth management industry whilst providing administration and technical support to the financial planning team.

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Closing date: 06 Oct 2017

Apprenticeship summary

  • Weekly wage


  • Working week

    Monday to Friday 09:00am to 17:00pm

    Total hours per week: 40.00

  • Apprenticeship duration

    24 months

  • Possible start date

    10 Oct 2017

  • Date posted

    07 Aug 2017

  • Apprenticeship level

    Higher Level Apprenticeship

  • Reference number


  • Positions

    1 available

The successful applicant would work within our administration team and paraplanning team whilst also studying for professional exams

  • Deal with the administration of pension, investment and life assurance products
  • Provide research and analysis on financial services products to financial advisers
  • Provide research and analysis of investment funds to financial advisers
  • Write client advice reports
  • Work with the paraplanning team to help manage our centralised investment proposition

Requirements and prospects

Desired skills

Numeracy, analytical skills, attention to detail, communication skills

Personal qualities

  • Ambitious, positive individual looking to progress in financial services
  • Concentration and focus
  • Sociable 

Qualifications required

  • GCSE Grade C or above in Maths & English
  • A level grades
  • Being able to demonstrate previous work experience would be useful

Future prospects

A full-time Paraplanning role would be available on successful completion of the apprenticeship. This would involve a substantial payrise.

Things to consider

The National Minimum Wage (NMW) for Apprentices is £3.50 per hour from April 1st 2017. This applies to 16-18 year old Apprentices and those aged over 19 in the first year of their Apprenticeship. For all other Apprentices the National Minimum wage appropriate to their age applies. The wage for Apprentices applies to both time spent on the job and time spent training.

About the employer

Wealth Management Business


Avidity Wealth Management Group Ltd


Suite 1

Phoenix House


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Training provider

Fully supported apprenticeship under the Level 4 Paraplanner Standard

Apprenticeship standard

Financial Services > Paraplanner

Training provider


Applications for this apprenticeship are being processed by Fwd Training & Consultancy Ltd


Shane Reeves

Before you apply

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Closing date: 06 Oct 2017