Paraplanner Development Role - Apprenticeship
HERITAGE FINANCIAL PLANNING LIMITED · Chester, UK
- Salary
- £20,000
- Level
- Level 4
- Duration
- 2 Years
- Closes
- 15 Nov 2026
- Qualification
- Level 4 Paraplanner and Financial Planner apprenticeship
- Training provider
- METAGEDU APPRENTICESHIPS LTD
About the role
HERITAGE FINANCIAL PLANNING LIMITED is offering a Level 4 Paraplanner Development Apprenticeship. This role involves supporting the financial advice process, including client liaison, report production, portfolio analysis, and attending client meetings. The apprentice will gain experience in regulatory compliance and work towards completing a Level 4 Paraplanner and Financial Planner qualification. This is an excellent opportunity for career progression within a family-run Independent Financial Advisers business.
Entry requirements
- GCSE Maths: 4-9 (Essential)
- GCSE English: 4-9 (Essential)
- Attention to detail
- Communication skills
- Organisation skills
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