Our Financial Planning apprenticeship programme is an ideal opportunity for enthusiastic individuals, educated to at least GCSE or A Level, who want to gain a professional qualification within the Wealth Management profession and progress their career within an apprenticeship framework.
Duties will include:
Respond to client queries with support from line manager
Work on small client portfolio to support financial advisers with processing new and ongoing work
Complete valuations in a timely manner
Complete workflows within appropriate timescales
This would include smartsearches, running Attitude to Risk Questionnaires (ATR’s), creating new clients on the Intelliflo system, chasing providers for requested information, ensuring client files are compliant etc.
Processing new work, dealing with clients money including trading funds
Gaining knowledge and understand processes when working with Pensions, Investments and Protection
Greet clients for in office client meetings
Assist with Financial Planning team duties
Training:
You'll be working towards a Financial services administratorLevel 3 apprenticeship standard. The role is on site at our Blackburn office, the study element is remote distance learning
PM+M believes that its most valuable resource is its team members
The continued success of the organisation depends upon having highly motivated people with proper skills in the right job at the right time. We recognise the need to offer all team members a clear path of progression within the business
Therefore as part of this programme, we will provide a study package towards Financial Services Administrator Level 3
We will include the relevant study leave as part of this, and will mentor you through your qualification journey. Once the qualification has been achieved we would look at further training opportunities to help develop your career
We also provide a complementary range of internal training opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm
We have 6 monthly reflect and act conversations to ensure your development is on track, with optional monthly 1-2-1s. You will also have a buddy and opportunity for a mentor
We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North West firm of finance professionals
Training Outcome:
Once the Level 3 qualification has been achieved we would look at further training opportunities to help develop your career, such as the CII
Employer Description:We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that. We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.Working Hours :Monday - Friday, Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
