There are lots of different financial services apprenticeships covering many job roles. If you want to do an apprenticeship and work in finance then read on.The financial services apprenticeships available include:
Relationship manager – banking
Investment operations specialist
Paraplanner
Financial services administrator
Senior financial services customer adviser
Investment operations technician
Workplace pensions consultant
Mortgage adviser
Financial services customer adviser
Investment operations administrator
Credit controller
Senior paraplanner
Advanced credit control and debt collection
Financial adviser
One of the roles listed you may not have heard of – that of paraplanner.A paraplanner is a person who works and supports the financial planner or financial adviser. They complete a number of the non-client facing tasks involved in preparing and administering a financial plan for a client. The role of a paraplanner is therefore different from the role of a financial adviser.What skills does a paraplanner have?The particular tasks that any paraplanner will undertake will differ depending on the company that they work for but in general the skills that they have and use are:
Excellent report writing skills
Ability to analyse statistics
Ability to conduct research for appropriate providers and investments
Good understanding of compliance issues
Good time management skills
Excellent interpersonal and IT skills
