You're hired: Apprentice Paraplanner trio taken on
A Financial Planning firm specialising in advice for medics and dentists has taken on three new Paraplanner apprentices.
Rutherford Wilkinson, a firm of Chartered Financial Planners based in Newcastle, has added the trio to its team of 14 advisers.
The new Paraplanners are Michael Gahagan, Joshua Clark and Jessica Wright.
Rutherford Wilkinson operations director Trevor Clark said demand for Paraplanner support has increased with growing regulatory pressures on advisers and higher volumes of work.
He said: “There is a shortage of supply of quality Paraplanners who are essential to providing fundamental support to advisers.
“Rutherford Wilkinson is focused on building the technical expertise of all our staff and this is why we have enrolled our apprentices on a Chartered Insurance Institute Trailblazer training programme that has not long been available.
“I envisage the Paraplanners as embarking on a journey to become full trained advisers in the coming years.”
From left Paraplanner apprentices Michael Gahagan, Joshua Clark, Jessica Wright and Operations Director Trevor Clark.
Rutherford Wilkinson “prides itself on the nurturing of young talent and the creation of specialist expertise”, he said.
Part of the Perspective Group, the firm specialises in offering advice to businesses and individuals alongside medics and dentists.
The firm has a 42-strong team managing in excess of £500m of assets under advice. It also nurtures relationships with a wide professional connections network to better serve the varying needs of its clients.
The company offers financial advice on pensions, savings and investments, mortgages, retirement and long-term care planning, probate and estate planning, corporate pensions and shareholder protection and tax mitigation strategies.