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Paraplanner Development Role - Apprenticeship

Heritage Financial Planning Limited · Chester · posted 19 October 2026

Wage
£20,000 a year
Hours
35 hours a week
Duration
2 Years
Level
Higher (Level 4)
Standard
Paraplanner and financial planner (level 4)
Starts
16 November 2026
Closing date
15 November 2026
Positions
1

Apply on the official government service →No Apprentice League account needed — we never gate applications.

Duties and Responsibilities:

Your duties will include but not be limited to:

  • Support the advice process, including client liaison and communication
  • Produce standard and customised reports, including suitability reports, meeting notes, and review letters
  • Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers
  • Attend client meetings, take notes, and follow up with actionable items
  • Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner
  • Work to deadlines, coordinating with operations and advisory teams to manage peak periods
  • Uphold regulatory compliance throughout the advice process

Your training

The successful candidate will complete a level 4 Paraplanner and Financial Planner apprenticeship.

Where it leads

Excellent progression available within the company.

About Heritage Financial Planning Limited

We are a family run business of Independent Financial Advisers, that specialises in providing trusted advice from navigating retirement and optimising your income, through to buying your first home.

Things to consider

Starting Salary: up to £20,000 per year + benefits. Benefits include: 20 days annual leave and shut down for Christmas Holidays. Support for exams and personal mentoring.

Skills they're looking for

Attention to detailCommunication skillsOrganisation skills

Entry requirements

  • GCSE Maths (grade 4-9) — essential
  • GCSE English (grade 4-9) — essential

Where you'll work

  • Kinnerton House Pulford House Bell Meadow Business Park Park Lane, Chester, CH4 9EP

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