At a Glance
- Tasks: Join our team to gain hands-on experience in financial planning and support clients with tailored advice.
- Company: Award-winning financial practice in the heart of London, committed to developing new talent.
- Benefits: Earn £26,500 a year plus incentives for exam success and enjoy a supportive learning environment.
- Other info: Opportunity for permanent position and further qualifications after apprenticeship.
- Why this job: Kickstart your career in finance while working towards professional qualifications and real-world experience.
- Qualifications: GCSEs in English and Maths (grades 4-9) and a passion for finance.
The predicted salary is between 38250 - 46750 £ per year.
Summary
Are you interested in building a long-term career in financial planning?
Join our growing Team based in the City of London and work towards the CII Diploma in Regulated Financial Planning, comprising R01- R06 while completing the Level 4 Paraplanner and Financial planner apprenticeship.
- Wage: £26,500 a year
- Minimum wage rates (opens in new tab)
As this is a regulated qualification the employer is incentivising the achievements for RO1 to RO6 exams (so 6 exams).
There is a potential incentive of £500 per passed exam increase to base salary following each successful completion of an R0 Exam.
Training course Paraplanner and financial planner (level 4)
Hours: Working hours are Monday to Friday, 8:30am to 5:30pm, including hour lunch break. 40 hours a week
Duration: 2 years
Work: Most of your apprenticeship is spent working. You'll learn on the job by getting hands‑on experience.
What you'll do at work
We are looking for two motivated and detail-oriented Financial Planning Apprentices to join our team.
Working closely with our Financial Advisers, Paraplanners and administrators, you will gain practical experience across the financial advice process while developing your technical knowledge.
- Conduct product and fund research to support financial-planning strategies
- Liaise with providers to obtain accurate and up-to-date client information
- Maintain client information on our CRM system and use specialist financial-planning tools
- Support the preparation of accurate and compliant client files, recommendations and suitability reports, working under the supervision of experienced colleagues
- Work towards gaining professional qualifications (R01, R02, R03, R04, R05 & R06) and developing knowledge of financial products and planning techniques
- Provide administrative support as needed to ensure smooth client service delivery
- Where you'll work
- 30-32 Lombard Street, London, EC3V 9BQ
- Training
Apprenticeships include time away from working for specialist training. You'll study to gain professional knowledge and skills.
- Training provider
- SKILLCERT LIMITED
- Training course
- Paraplanner and financial planner (level 4)
- What you'll learn
- Course contents
- Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
- Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
- Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
- Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
- Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
- Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
- Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
- Plan and prioritise work to support positive outcomes for both the customer and the firm.
- Provide individual advice relevant to clients in line with regulatory requirements.
- Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).
- Paraplanner - Analyse clients' current circumstances and research appropriate solutions to meet their needs, objectives, and attitudes to risk.
- Paraplanner - Provide financial planning support to colleagues using appropriate market knowledge and available software and research tools.
- Paraplanner - Conduct technical product and fund analysis.
- Paraplanner - Create personalised client‑facing financial planning reports that are tailored appropriately to the audience and in line with regulatory and firm standards.
- Paraplanner - Securely maintain client files with evidence of any research and analysis undertaken.
- Financial Planner - Conduct KYC activities to fact‑find relevant information and establish clients' financial needs and objectives, including identifying when and where clients may be experiencing vulnerabilities.
- Financial Planner - Establish overall risk profiles for clients through an understanding of the clients' financial knowledge and experience, attitude to investment risk, capacity for loss, and understanding of their vulnerabilities.
- Financial Planner - Identify, prioritise, and address clients' needs in line with regulatory requirements.
- Financial Planner - Deliver advice solutions that support clients in achieving their financial objectives.
- Financial Planner - Collaborate with customers to create new opportunities for business growth, for example through referrals and networking.
- Financial Planner - Establish clients' views on responsible and sustainable investing and the impact this may have on available solutions and outcomes.
- Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
- Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
- Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
- Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
- Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
- Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
- Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
- Plan and prioritise work to support positive outcomes for both the customer and the firm.
- Provide individual advice relevant to clients in line with regulatory requirements.
- Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).
- Training schedule
Paraplanner and Financial Planner Level 4.
This is a work‑based apprenticeship with no day release. All training and support will be delivered in the workplace and also by the training provider.
More training information
Each apprentice will need to study and pass their regulatory exams to complete the qualification.
Essential qualifications
GCSE in
- English (grade 4-9)
- Maths (grade 4-9)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Creative
- Initiative
- Non judgemental
- Patience
- Physical fitness
- About this employer
Castell Wealth Management is an award-winning Senior Partner Practice of St. James's Place, based in the City of London.
We were recognised among the FTAdviser Top 100 Financial Advisers in 2024.
We are an ambitious and growing practice with a collaborative team and a strong commitment to developing new talent.
- (opens in new tab)
- After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Subject to successful completion and performance and business requirements, there will be an opportunity to progress into a permanent Associate Paraplanner Position.
Candidates interested in financial advice may subsequently be supported towards an adviser pathway and further Level 6 or Chartered qualifications.
Ask a question
The contact for this apprenticeship is
- SKILLCERT LIMITED
- Adam Black
The reference code for this apprenticeship is VAC .
- Closes in 17 days (Monday 21 September 2026 at 11:59pm)
- #J-18808-Ljbffr
Level 4 Apprenticeship in Financial Planning Apprentice in London employer: Government jobs, apprenticeship
Deans is an exceptional employer, offering a supportive and dynamic work environment in Stafford where you can kickstart your career in accountancy. With comprehensive on-the-job training and day release study for the AAT qualification, employees benefit from a strong focus on professional development and growth opportunities. The modern facilities and commitment to nurturing talent make Deans a fantastic place to build a rewarding career in finance.
Contact Details:
Government jobs, apprenticeship Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Level 4 Apprenticeship in Financial Planning Apprentice in London
✨Get Involved with Campus Recruitment Events
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✨Engage with Professional Bodies
Join organisations like the Institute of Chartered Accountants or the Chartered Institute of Banking. These memberships can provide valuable resources and networking opportunities, plus, they often have dedicated sections for apprenticeships and early-career roles that can point us in the right direction.
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We think you need these skills to ace Level 4 Apprenticeship in Financial Planning Apprentice in London
Some tips for your application 🫡
Show Off Your Maths Skills:In the banking and financial services sector, being good with numbers is a must! Make sure to highlight any relevant maths qualifications or experience in your application, as well as any projects or coursework that demonstrate your analytical skills.
Emphasise Your Willingness to Learn:As this is an apprenticeship, companies like Government jobs, apprenticeship want to see your enthusiasm for the industry and your eagerness to learn. In your cover letter, chat about why you’re interested in banking and any specific areas you’re excited to explore. Show them that you’re ready to soak up knowledge like a sponge!
Highlight Relevant Experience (Even If It's Limited):Whether it's a part-time job, volunteer experience, or even a school project, mention any relevant experience related to banking or finance. This could include customer service roles or any projects where you handled budgeting. We’re all about showing how you can apply your skills, even if they’re from unconventional backgrounds.
Tailor Your CV for Impact:Make sure your CV isn’t just a list of duties. Tailor it to reflect skills that appeal to financial services, like attention to detail and communication skills. Don’t forget to keep it clear and concise, showing how you’re a perfect fit for the apprenticeship at Government jobs, apprenticeship!
How to prepare for a job interview at Government jobs, apprenticeship
✨Brush Up on Financial Principles
Since you're diving into the banking and financial sector with an apprenticeship, it’s crucial to familiarise yourself with key concepts like interest rates, investment strategies, and basic financial accounting. Make sure you can share your understanding of these principles during the interview, as they'll likely pop up in practical scenarios.
✨Be Ready for Scenario-Based Questions
In the world of banking, interviewers love to throw real-world scenarios at you. Prepare for questions that ask how you'd handle customer inquiries or solve financial challenges. Practising these types of situational responses can really showcase your problem-solving skills and customer service abilities, both of which are essential in this field.
✨Show Your Eagerness to Learn
As an apprenticeship candidate, what's going to set you apart is your motivation to learn and grow in the role. Be sure to express your excitement about entering the banking world and highlight any steps you've already taken to educate yourself, whether through courses, workshops, or relevant hobbies.
✨Prepare Your Questions About Company Culture
When interviewing with Government jobs, apprenticeship, don’t shy away from asking about their company culture and training programmes for apprentices. This shows that you're not only focused on the role but also interested in how you'll fit within the team, which is a major factor for your future success in the apprenticeship.
