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Paraplanning Administrator Apprentice Level 2 Bowcliffe Wealth Management Ltd

Working with a close knit back-office team of 8, who assist 4 Financial Advisers with a wide range of administrative duties; you will be responsible for assisting the Paraplanning team in a range of duties.

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Closing date: 30 Sep 2021

Apprenticeship summary

  • Weekly wage


  • Working week

    Monday to Friday, 9am to 5pm with 30 minute unpaid lunch break

    Total hours per week: 37.50

  • Expected duration

    15 months

  • Possible start date

    13 Oct 2021

  • Date posted

    13 Jun 2021

  • Apprenticeship level

    Level 2 (GCSE)

  • Reference number


  • Positions

    1 available

• Sending Letter of Authority requests (LOA) to external providers for information on clients existing plans • Chasing these requests on a regular basis and updating internal systems and spreadsheets with progress made • Extracting and interpreting the information received in response to Letter of Authority (LOA) requests • Liaising with product providers for further information as required • Maintaining progress status and liaise with Paraplanners • Maintaining Client records by inputting and updating accurate data • Actively monitoring Applications that have been submitted and ensure the plans are set up as quickly as possible • Preparation of documents for Adviser meetings • Liaising with external offices within the Partnership to request information outstanding for the Paraplanner’s cases and to provide updates on those cases - Any other general administrative/research duties as required.

Requirements and prospects

Desired skills

• Good Attention to detail • Excellent telephone manner listens actively and questions to clarify own understanding. • IT skills - knowledge of Microsoft Office packages • Excellent written skills Prioritises and makes effective use of time with good organisation skills

Personal qualities

• Strong work ethic • Punctuality • Initiative • Ability to work under pressure to timescales • Works cooperatively and effectively with colleagues to complete tasks and achieve targets • Positive attitude/genuine enthusiasm • Willing to learn

Desired qualifications

GCSEs at grades C/4 or above (or equivalent) in maths and English Language Desirable - A-Levels

Future prospects

Possible long-term career moves within the company

Things to consider

Location is a bit remote and car owner would be desirable. Is on the main bus route from Leeds to Wetherby •Please review the current Apprenticeship National Minimum Wage guide (ANMW):

About the employer

We provide wealth management advice to individuals and businesses throughout the country. Our advice is tailored to meet your personal and/or business objectives.


Bowcliffe Wealth Management Ltd


Bowcliffe Court

Bowcliffe Hall


LS23 6LW

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Training provider


Applications for this apprenticeship are being processed by Leeds City College


Leeds City College 0113 2846464

An Assessor from Leeds City College will visit you on a regular basis to complete your college work. Units of study:

  • Understanding the organisation
  • Meeting regulations and legislation
  • Systems and resources  
  • Product and service knowledge
  • Influencing skills
  • Personal organisation
  • Dealing with customer conflict and challenge 
  • Developing self
  • Being open to feedback
  • Team working

Functional Skills qualifications:

  • Level 1 Functional Skill in English
  • Level 1 Functional Skill in Maths
  • Level 1 Functional Skill in ICT 
  • Employment Rights and Responsibilities
  • Personal Learning and Thinking Skills

Apprenticeship standard

Customer service practitioner

Level 2 (GCSE)

Before you apply

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