Position Details: Business Admin Apprentice - Paraplanner

Description:

Paraplanning Apprenticeship – Level 3 Business Administrator
Are you organised, detail-focused, and looking to build a career in financial services? We are a well-established financial advisory firm seeking an enthusiastic and committed individual to join us as a Paraplanning Apprentice. This is a fantastic opportunity to gain hands-on experience in a professional environment while working towards your

Level 3 Business Administrator Apprenticeship.
You’ll play a vital support role within our financial planning team, assisting in the preparation of client reports, research, and administrative processes, with the opportunity to develop in-depth knowledge of the financial planning profession.

Key Responsibilities & Duties:

• Support the paraplanning and adviser team with administrative tasks

• Prepare and format client-facing reports and documentation

• Conduct product and provider research using industry tools and systems

• Maintain accurate client records and update CRM systems

• Liaise with providers and clients to obtain relevant information

• Ensure all work complies with company procedures and regulatory standards

• Assist with diary management, meeting preparation and follow-up tasks

• Attend internal training sessions and complete apprenticeship coursework

• Learn about key financial planning topics such as pensions, investments, and protection products

• Participate in team meetings and contribute to a collaborative work environment

What we’re looking for:

• Strong written and verbal communication skills

• Excellent attention to detail and accuracy

• Good organisational and time management skills

• A proactive attitude and willingness to learn

• Competent with Microsoft Office (Word, Excel, Outlook)

Future Prospects:
Successful completion of the apprenticeship may lead to a permanent role and the opportunity to progress towards a Level 4 Paraplanner qualification or similar financial services pathway.

How to apply:

Email apprenticeships@rmtraining.co.uk with your CV