Apprentice Financial Analyst

SAVILLS (UK) LIMITED

London, W1G 0JD

Closes on Sunday 3 November

Posted on 16 September 2024

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Contents

Summary

Savills Financial Consultants (“SFC”) is the specialist debt and treasury advisory team within the Housing Division of Savills UK, which provides support to affordable housing clients (i.e., housing associations) throughout the UK.

Annual wage
£23,500 a year

Minimum wage rates (opens in new tab)

Pay increases will be aligned with your apprenticeship studies.

Training course
Financial adviser (level 4)
Hours
Five full days in the office, working hours 9:00am to 5:30pm. One of these days each week will be dedicated to your apprenticeship studies whilst in the office.

37 hours a week

Possible start date

Monday 1 September

Duration

2 Years

Positions available

1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

This role involves the provision of advisory services to Housing Associations across a range of financial instruments. Specifically, the role involves providing technical/ specialist support to Directors and the rest of the team in their direct advisory roles, in addition to providing some day-to-day support to clients/customers.

Primary Objectives:

  • Performing in-depth analysis of business plans and data
  • Running shadow credit rating analysis and presenting findings
  • Financial modelling and review (including net present value analysis)
  • Drafting of treasury strategies and treasury policies
  • Providing analytical support and project management throughout debt transactions
  • Supporting Directors and Associate Directors in the management of client relationships
  • Providing analytical support for pitches to new clients
  • Drafting of economic and market updates for clients
  • Attendance and presentation during client meetings

Other Responsibilities:

  • Understanding and articulating the macro-economic conditions in the markets we work within
  • Building a network across Savills
  • Continually examining self and team performance and evolving accordingly
  • Introducing ideas to the team to expand and improve our service

Where you’ll work

33 Margaret Street

London

W1G 0JD

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

TRAIN TOGETHER LIMITED

Your training course

Financial adviser (level 4)

Equal to higher national certificate (HNC)

Course contents
  • Know your customer: Make decisions confidently and autonomously in full awareness of the risk/potential external implications attached. Know when to seek further professional input, whilst maintaining high ethical standards and adhering to Treating Customers Fairly requirements.
  • Customer service: Proactively and regularly meet the company’s stated service/quality assurance standards, including complaints procedures.
  • Customer service: Consistently support colleagues and collaborate to achieve a successful customer outcome.
  • Business development: Develop long term relationships with customers. Create new opportunities for business growth through referrals and networking. Build a new business or sustain and grow an existing business by prioritising workloads and deliver in accordance with the associated business plan.
  • Managing Risk: Apply regulatory requirements both in the role of a Financial Adviser and also as applied to the Company. Maintain, the Fit and Proper person standards as laid down by the relevant regulator(s).
  • Using systems and processes: Demonstrate technical proficiency in using the firm’s I.T. systems required to complete the advice process, maintain accurate records, and agree review meetings to sustain the client / adviser relationship. Ensure Data Protection Act is not contravened.
  • Communication skills: Build rapport and communicate with empathy. Present and explain complex information simply and clearly both orally and verbally.

    • Your training plan

    Level 4 Financial Adviser. On the job training is provided to ensure all the required knowledge and experience is obtained throughout the apprenticeship to qualify successfully.

    Requirements

    Essential qualifications

    GCSE in:

    • English and Maths (grade C / Level 4 or above)

    Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

    Skills

    • Communication skills
    • Attention to detail
    • Presentation skills
    • Number skills
    • Team working
    • Word and Excel skills
    • Punctual and reliable
    • Keen and enthusiastic
    • Able to work individually
    • Thirst for knowledge

    About this company

    Founded in the UK in 1855, Savills is one of the world's leading property agents. Our experience and expertise spans the globe, with 600 offices across the Americas, Europe, Asia Pacific, Africa and the Middle East. Our scale gives us wide-ranging specialist and local knowledge, and we take pride in providing best-in-class advice as we help individuals, businesses and institutions make better property decisions.

    Company benefits

    £1,000 sign on bonus

    Disability Confident

    Disability Confident

    A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

    You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

    After this apprenticeship

    We will provide the full suite of Savills training programme including mandatory health and safety and office training, as well as specific training relevant to your role.

    We ensure that your Continuing Professional Development (CPD) is current and that all staff are fully up to date with changes to legislation and business needs.

    Ask a question

    The contact for this apprenticeship is:

    SAVILLS (UK) LIMITED

    Apprenticeship Team

    apprenticeships@savills.com

    The reference code for this apprenticeship is VAC1000276970.

    Apply now

    Closes on Sunday 3 November

    When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

    After signing in, you’ll apply for this apprenticeship on the company's website.