Apprentice Financial Adviser
STRAIGHT TALK FINANCIAL PLANNING LTD
Holbury, Southampton, SO45 2QL
Closes in 10 days (Wednesday 16 October at 11:59pm)
Posted on 18 September 2024
Contents
Summary
This dynamic Financial Planning Company are looking for a confident and pro-active Apprentice Financial Adviser whom is driven and committed to pursuing a long career in the industry. Full training and supervision provided alongside gaining a Level 4 Financial Adviser qualification.
- Annual wage
- £21,000 a year
- Training course
- Financial adviser (level 4)
- Hours
-
Monday - Friday, 9.00am - 5.00pm (4.00pm finish on Fridays).
34 hours a week
- Possible start date
-
Monday 4 November
- Duration
-
1 Year 8 Months
- 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
- Supporting Senior Advisers
- Answering client calls, client letters and follow ups to Adviser meetings and reports
- Tracking client case work flow contributing to the smooth running of cases
- Non-advice based client reviews
- Liaise with Paraplanner for report generation
- Assist IFAs with maintaining compliant client files
Where you’ll work
Unit 10
Chevron Business Park
Lime Kiln Lane
Holbury, Southampton
SO45 2QL
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
SIMPLY ACADEMY LTD
Your training course
Financial adviser (level 4)
Equal to higher national certificate (HNC)
Course contents
Your training plan
Level 4 Financial Adviser Apprenticeship Standard:
The Level 4 Financial Adviser Apprenticeship standard will help to develop the knowledge, skills, and behaviours required to become occupationally competent in this role.
The apprenticeship will include expert-led instruction, mentorship, and real-world application, allowing apprentices to develop a comprehensive understanding of the financial advisory profession. Successful completion of the Financial Adviser Apprenticeship leads to the industry recognised qualification Diploma for Financial Advisers (DipFA) or the Diploma in Regulated Financial Planning (DipPFS) and individuals that undertake this programme are rounded and ready for a rewarding, challenging career.
Requirements
Essential qualifications
GCSE or equivalent in:
- 5 subjects including maths and english (grade 4 or above)
- 3 passes (grade D 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
- Organisation skills
- Customer care skills
- Administrative skills
- Team working
- Non judgemental
Other requirements
Own transport would be ideal and there is adequate on site parking. Candidate should be aware we have dogs in the office regularly. As the candidate progresses they may be asked to visit clients in their homes if appropriate
About this company
We are a family firm of Independent Financial Advisers offering pensions, investments and protection insurances. We also have an in house estate planning team. We have a strong ethical, service focused ethos. We are a close knit team with a strong admin support and paraplanning team in house.
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
Intention for you to go on to become an employed IFA within the business eventually becoming a senior IFA. For the right candidate showing the right skills, attitude and commitment there will be opportunities for further specialist advice training.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Mark Fenwick
mark@simplyacademy.com
The reference code for this apprenticeship is VAC1000277697.
Apply now
Closes in 10 days (Wednesday 16 October at 11:59pm)
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