Trainee Paraplanner Apprentice
APOGEE WEALTH MANAGEMENT LTD · 1 BOOTH PARK, CHELSFORD ROAD, KNUTSFORD, WA16 8GS
- Salary
- £15,600 to £24,784.50 a year
- Level
- Higher
- Course
- Paraplanner and financial planner (level 4)
- Closing date
- 31 Aug 2026
- Start date
- 1 Oct 2026
- Duration
- 2 Years
- Hours per week
- 37.5 hours
- Working week
- Monday to Friday 7.5 hours per day between 8am and 6pm with flexible working. Core hours are 10am to 4pm 37.5 hours per week. 30 mins to 2 hours for lunch.
- Positions
- 1
About the role
Launch your career in financial planning with a leading team of Advisers and Paraplanners. Gain hands-on experience, professional training, and a clear pathway to becoming a qualified Paraplanner while making a real impact for clients.
Skills required
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Administrative skills
- Analytical skills
- Logical
- Team working
Qualifications
- Degree · Degree within Financial Services or Economics · N/A · Essential
Things to consider
<ul> <li>Must be able to drive due to location</li> <li>DBS Check will be undertaken</li> <li>Interviews will be two stage – Teams and a Presentation </li> <li>Candidates will complete Level 4 Paraplanner apprenticeship over 24 months and will spend the first three months working in the client services team</li> </ul>
About APOGEE WEALTH MANAGEMENT LTD
Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. Apogee currently manages over £420m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism
Training provider
SKILLS EDGE TRAINING LTD · Legal, finance and accounting · Level 4
Vacancy reference: 2000047050 · Posted 7 Aug 2026