Financial Planning Apprentice

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. 

Training:

Training will be hybrid, delivered by Fitch Learning.

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

Training Outcome:

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

Employer Description:
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.

Working Hours :
Monday to Friday, 9am to 5pm

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