Apprentice Financial Adviser (IFA)

The role of a financial adviser is very varied and will require some travel.

You will learn to advise clients on a wide range of financial products. Areas such as:

Pension switching Regular contributions to pensions Other tax efficient investment solutions

A large percentage of our clients are self-employed business owners so you will also need to learn and advise on business protection insurance.

Throughout the training, you will shadow both of the company directors to learn about mortgages and protection.  You will learn:

The back office administrative tasks Compliance areas Advice areas

You will need to speak to clients to gather the required information. Fact finding with clients takes place on both phone and video calls and occasionally face to face.

You will learn the financial planning side of things such as pensions and investments by supporting and learning from our financial adviser. Our financial advice part of our business offers a fresh, clear non jargon method of advice with a more modern approach to the traditional financial advice structure.

We are looking for the candidate to embrace our new way of doing things and bring their own enthusiasm and ideas to help grow this side of our business.

Training:

You will achieve the Financial Adviser Level 4 Apprenticeship Standard.

Fully and part funded learning and development programme that includes the DipPFS Diploma in Regulated Financial Planning Develop the knowledge, skills and behaviours of successful Financial Advisers Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not previously been a paid member Includes CII digital study book and exam entry for each R0 exam

The Diploma in Regulated Financial Planning includes:

R01 Financial Services Regulation and Ethics R02 Investment Principles and Risk R03 Personal Taxation R04 Pensions and Retirement Planning R05 Financial Protection R06 Financial Planning Practice Fortnightly workshops for each R0 exam All workshops recorded and available on-demand Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals Additional resources through RM Advance Regular tutorials and assessments from an experienced financial services professional

Training Outcome:

We have a growing demand for the position on a financial adviser and expect to be able to offer the candidate a full-time position once the apprenticeship has finished.

Employer Description:
We are a family run financial services business offering clients advice on mortgages, life insurance, pensions and investments, as well as various other financial products. We have a strong online presence. The majority of our business is generated through online marketing. We believe in offering clients a better service through the use of excellent communication and creative use of technology. We are currently ranked 5/5 on TrustPilot and make client satisfaction our main priority.

Working Hours :
Monday to Thursday 9am - 5pm, Friday 9am to 3pm. Hybrid (wfh available on some days) (The hours can be flexible - sometimes we will need you to work in an evening when the client is available. In such cases the hours can be worked less on other days)

Skills:
Communication skills,Attention to detail,Administrative skills,Creative,Good grasp of SPAG,Microsoft Office Skills,Social Media Management,Time-Keeping,Self- motivated