Financial Planning Apprentice

Summary

This is an excellent opportunity to work for one of the UK’s leading wealth management firms. You will learn on the job, whilst working towards a professional qualification in securities and investments. This a great start to anyone wanting a career in wealth management.

Annual wage: £22,000 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday to Friday, 9am to 5pm
35 hours a week
Possible start date: Monday 6 October
Duration: 1 year 6 months
Positions available: 2

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

As an Apprentice you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include:

To assist with the manning of the phones within the department.
Using our back office systems in order to keep our electronic records up to date.
Preparation of handouts/reports for presentations and/or internal meetings.
To produce valuations.
To produce documents from our back office systems.
To obtain information from third party providers.
Using your initiative to handle issues in order to provide the team with effective support.
Liaising with teams in other divisions / departments across the Company.
General ad hoc duties as required, including scanning, filing, dealing with the department’s post.

Where you’ll work

55 Calthorpe Road, Edgbaston

Birmingham

B15 1TH

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

FITCH LEARNING LIMITED

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times

Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.

Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results

Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

Training will be hybrid, delivered by Fitch Learning.

One day per week will be dedicated to focus on your studies.

More training information

This opportunity is the Level 3 Financial Services Administrator apprenticeship standard. You will also work towards achieving the Investment Operations Certificate, accredited by CISI.

Requirements

Essential qualifications

GCSE in:

Any subject (grade 4 or above)
Any subject (grade 4 or above)
Any subject (grade 4 or above)
English (grade 4 or above)
Maths (grade 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
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Initiative

Other requirements

What we are looking for from you is commitment, a desire to learn and a willingness to contribute. You will need to have the following: A minimum of 5 GCSEs (or equivalent) at grade C/4, including English and Maths. A willingness to learn and to develop new skills. A professional, methodical, and organised approach, with good time management. Good attention to detail particularly with written information. Strong interpersonal and communication skills, with the confidence to challenge when appropriate. A good working knowledge of MS Office, in particular Excel, Word and Outlook.

About this company

Charles Stanley is one of the UK’s leading Wealth Management firms, providing our clients with tailored advice and solutions at every stage of their financial journey. Our focus on clients has endured since our foundation in 1792, since when we have created financial security for many tens of thousands of people. With over 864 employees spread across a network of over 23 offices throughout the UK, we remain committed to providing our clients with the highest standards of service. Charles Stanley is part of the Raymond James Financial, Inc. group of companies. Raymond James Financial, Inc. (NYSE: RJF), is included in the S&P 500 and is a Fortune 500 company.

http://www.charles-stanley.co.uk (opens in new tab)

Company benefits

A competitive salary with highly attractive benefits (27 days holiday per annum, pension, medical insurance, gym membership, season ticket loan etc.).

After this apprenticeship

On successful completion of the apprenticeship there will be opportunity for a permanent role and progression within Charles Stanley.

Ask a question

The contact for this apprenticeship is: