Trainee Paraplanner Apprenticeship

Summary

Are you looking for a career in the finance industry? Are you driven, dynamic and have a passion for success then start your career here. As a trainee Paraplanner Apprentice you will be mentored and supported by qualified staff and you will gain your regulatory qualifications - RO1, RO2, RO3 & J09 and becoming a qualified Level 4 Paraplanner.

Wage

£20,000 a year

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Training course

Paraplanner (level 4)

Hours

You will be expected to work from the office between Monday to Friday. The hours will consist of usual office hours and you will get a half hour unpaid lunch break.

40 hours a week

Start date

Monday 15 September 2025

Duration

2 years

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

We are looking for a motivated and detail-oriented Trainee Paraplanner to join our team. This is an exciting opportunity for someone looking to start their career in financial services. Working closely with our Financial Planners and administrative team, you will support the advice process by undertaking research, preparing suitability reports, and ensuring high standards of compliance and service delivery.

Conduct product and fund research to support advice strategies.
Liaise with providers to gather accurate and up-to-date client information.
Input and maintain client data using back-office systems (e.g., Salesforce, Voyant).
Ensure all recommendations and reports comply with FCA regulations and internal procedures.
Work towards gaining professional qualifications (R01, R02, R03 and J09 and developing knowledge of financial products and planning techniques.
Provide administrative support as needed to ensure smooth client service delivery.

Where you'll work

5 High Street
Astwood Bank
Redditch
B96 6DB

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SKILLCERT LIMITED

Your training course

Paraplanner (level 4)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check for the adviser firm.
Customer communication & relationships: Develops effective and enduring relationships with customers & key contacts through effective verbal/written/IT skills. Can handle & resolve issues. Can write reports that includes the necessary technical language but articulates in a way that client’s understand.
Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results.
Planning & prioritising: Demonstrates relevant level of skills to be able to provide thorough research & analysis. Can plan & prioritise work effectively in order to deliver good outcomes for both the customer & the business.
Using systems & processes: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements.

Your training plan

All training be delievered in the workplace and there is a requirement for 20 percent of the time to be off the job training. You will also need to study for exams and pass them to the required grading level.

Requirements

Essential qualifications

GCSE in:

English (grade 4-9)
Maths (grade 4-9)

Desirable qualifications

GCSE in:

ICT (grade 4-9)

A Level in:

English (grade 4-9)
Maths (grade 4-9)

Degree in:

Business (grade 1st or 2nd.)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

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

About this company

SJ Bettridge Financial Planning is a well-established and client-focused financial planning firm based in Astwood Bank, Worcestershire. We are committed to providing holistic financial advice and tailored planning solutions to individuals, families and business owners. Our success is built on integrity, professionalism, and a personalised approach to each client’s financial goals.

https://www.sjbettridgefp.co.uk/ (opens in new tab)

After this apprenticeship

For the right candidate this is a fantastic opportunity to become a fully qualified Paraplanner.

This is a career path. For the right candidate, you may also want to further develep your qualifications to become a Financial Advisor and possibly in the future, become a chartered Level 6 Finace Professional.

Ask a question

The contact for this apprenticeship is:

SKILLCERT LIMITED

Adam Black

Adam.Black@skillcert.co.uk

The reference code for this apprenticeship is VAC1000324428.

Apply now

Closes on Wednesday 30 July 2025

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