Trainee Financial Adviser Salary up to 45k dependent on skills and experience24-month pathway programmeFull time permanent roleHybrid working, London officeWe are building the next generation of high-performing financial advisers.This is a structured 24 month programme designed to take you from paraplanning and technical support into a client-facing, revenue-generating adviser – with the support, training, and mentorship of our hugely experienced team.Radcliffe and Newlands Wealth are looking for level 4 qualified individuals with experience of working within a paraplanning role previously.What we provide
Clear pathway to becoming an adviserHands-on mentorshipReal exposure to clients early onStructured development in a team environmentClear milestones and defined progression checkpointsIncreasing responsibility over time
Your 3 phase pathwayPhase 1: Foundation (Months 0–6)Learn the craft
Supporting a top IFA in live casesWriting suitability reportsBuilding and interpreting cashflow modelsExposure to client meetingsTraining in Voyant, FE Analytics, Intelligent OfficeLearning how advice is structured end-to-end
Phase 2: Development (months 6–15)Start owning parts of the advice process
Running sections of client meetingsPresenting financial planning recommendations internallyIncreasing responsibility on casesLearning client relationship managementDeveloping confidence in advice conversations
Phase 3: Transition to Adviser (months 15–24)Increase your client facing time
Lead your own client meetingsTake ownership of advice deliveryDeveloping relationships with clientsOngoing coaching from senior advisers
Personal attributes and ambitions
This programme is designed for individuals who are driven to become top-tier advisers rather than those remaining in a support roleStrong technical grounding (Level 4 qualified at the outset)Confident communicatingCurious and commercially awareKeen to use modern tools, including AI, to improve productivity
Interested? Send your cv today to be considered for this fantastic opportunity. INDLSEquals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Outstanding opportunity for an ambitious sales and recruitment professional to drive growth within the thriving financial services sectorAre you ready to make a real impact in the financial services industry? Step into a dynamic role where your sales expertise will directly contribute to expanding one of the UK's most supportive financial networks, helping qualified advisers discover a business model that truly puts their success first.Company OverviewThis company stands apart in financial services with a refreshingly honest approach – advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises.The RoleThis is where relationship building meets results-driven sales. You'll be the vital link connecting qualified financial advisers with an opportunity that could transform their earning potential. Working from the modern Wilmslow office (with hybrid flexibility available), you'll drive the recruitment of self-employed advisers who value independence, competitive earnings, and comprehensive support.Primary Responsibilities:Identify and engage qualified financial advisers seeking better commission structures and network supportConduct consultative sales conversations to understand adviser needs and present the unique value propositionBuild and maintain a robust pipeline of potential network candidates through various channelsGuide prospects through the entire recruitment process from initial enquiry to network joiningDevelop relationships with industry professionals and maintain ongoing dialogue with warm prospectsCollaborate with the internal team to ensure smooth onboarding experiences for new network membersEssential Skills and Experience:Proven track record in B2B sales, ideally within financial services or professional recruitmentNatural relationship builder with exceptional communication and listening skillsExperience working with self-employed professionals or understanding of adviser motivationsTarget-driven mindset with demonstrated ability to manage sales pipelines effectivelyProfessional telephone manner and confidence in consultative selling approachesKnowledge of financial services beneficial, but full training provided for the right candidateWhy This Role MattersThe financial services landscape is evolving rapidly, and advisers are increasingly seeking networks that offer genuine value and transparency. You'll be introducing them to a business model that eliminates commission splits and hidden fees – a proposition that genuinely improves their earning potential. Your success directly impacts both adviser livelihoods and the continued growth of an established, respected network.What We Offer:Competitive base salary with uncapped commission structure – suitable for multiple experience levelsComprehensive training programme covering network benefits, compliance requirements, and sales techniquesHybrid working arrangements with modern office facilities in desirable Wilmslow locationOpportunity to build relationships within a supportive, close-knit professional communityClear progression pathway within a growing, successful organisationAccess to ongoing professional development and industry eventsWork Permissions:You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.
As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.
This role offers benefits and a competitive salary depending on candidate experience.
You will be responsible for
? Providing technical paraplanning support across a broad range of financial planning cases.
? Working closely with advisers to identify suitable financial planning strategies that meet clients objectives.
? Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
? Producing cashflow models, financial reports and suitability documentation.
? Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles.
? Preparing client review packs, investment performance reports and supporting documentation.
? Obtaining quotations, product information and research to compare suitable financial solutions.
? Liaising with clients, providers and third parties to ensure cases progress efficiently.
What we are looking for
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
? At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
? Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
? Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
? Experience within pensio....Read more...
Support existing admin staff
File post in and out of the office on back-office system
Scan and file paperwork
Update back-office systems
General office administration
Training:You will work towards your:
Level 3 Financial Services Administrator Apprenticeship.CF1 exam
Level 2 Functional Skills in English and maths (if required)
Training will be via Davies, virtually. 6-hours per week off the job training on average
Training Outcome:To remain with us and become either an adviser or paraplanner.Employer Description:Independent, whole of market financial advisers.Working Hours :Monday to Thursday 9am - 5pm
Friday 9am - 4pm.
Half hour unpaid lunch break.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,Creative,Initiative,Non judgemental,Patience....Read more...
Handle day to day post routines including:
Scanning and filing relevant post
Franking and preparing post out
General Office Duties including:
Answering calls and taking messages
Dealing with client queries
Updating ‘task’ management system
Updating our back-office system
Welcoming visitors, making refreshments
Managing adviser’s appointments
Adviser Support including:
Requesting and collating plan information
Assisting in client meeting preparation
Preparing client letters and illustrations
Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including:
Producing and sending portfolio reports to clients
Preparing review documents for adviser
Preparing fund performance information
To progress to Trading and New Business Processing including:
On-line submission of pension and investment applications
Buying and selling trades on Investment Platforms
Submitting client’s income requirements
Fund switch trading on investment platforms
Checking completion of all trades
Medical underwriting applications with clients for life cover
Training:
Day to Day in-house training, office based in Coltishall, Norfolk
External on-line support from apprenticeship training provider
Training Outcome:
After the successful completion of the apprenticeship to be employed as a Financial Services Administrator with a long term view to progress to paraplanning/advising if applicable
Employer Description:Our goal is simple: to build a firm we’d proudly recommend to our own friends and family, where clients are genuinely at the heart of everything we do. From our independent investment proposition to our competitive fee structure, every part of our service is designed to put your interests first.
We want every client to feel understood, supported and empowered, with clear, personal advice they can trust. As we continue to grow across Norwich, Norfolk and throughout the UK, we remain committed to our values, embracing innovation while never compromising on quality, integrity or service.Working Hours :Monday - Friday, 9.00am - 5.00pm with flexible working offered after probation,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,Creative,Initiative,Non judgemental....Read more...
The Apprentice Administrator will help to:
Support the smooth progression of mortgage and financial planning cases
Assist with Mortgage lender, solicitor, and provider follow-up
Support the sending and chasing of Letters of Authority (LOAs)
Maintain accurate client records and workflow updatesSupport administration teams with day-to-day operational tasks
Develop knowledge and understanding of mortgage and financial planning processes
Maintain high standards of client communication and professionalism
Support the overall organisation and efficiency of the business
Training:
The post holder will complete their apprenticeship with City Skills, attending remote (will be conducted at the office) sessions bi-weekly and completing coursework alongside the role
You will also receive in-house training support as well as external training to help with your apprenticeship
Training Outcome:
Upon successful completion of the apprenticeship, there is a strong possibility of progressing into a full‑time Office Administrator role within the company
Potential progression to become a mortgage or financial adviser once spent more time as a office administrator
Employer Description:Voyage Financial Planning is an independent financial advisory firm based in Romsey, Hampshire, UK. The company provides personalised financial planning and wealth management services to individuals, families, and business owners. Its expertise includes investment planning, retirement and pension advice, inheritance tax planning, mortgage and protection advice, and long-term wealth preservation. Voyage Financial Planning focuses on building lasting client relationships by delivering tailored financial strategies that help clients grow, protect, and pass on their wealth with confidence. The firm is an appointed representative of 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).Working Hours :Monday to Friday 9am to 5pm with 1 hour lunch break- 35 hour working weekSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Non judgemental,Patience....Read more...
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident adviser.
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Training:Mortgage adviser- Equal to Level 3 (A level).
Course contents:
The ability to elicit customer's needs through effective fact finding and questioning techniques and provides solutions thorough research and analysis. Can plan and prioritise workloads and deliver all required outputs to customers and colleagues; achieving all internal standards (e.g. service standards, accuracy, attention to detail, meeting required risk, regulatory and governance requirements)
Has high quality written and verbal communication skills and is able to handle a range of situations and issues that arise. Has the ability to communicate effectively with customers, colleagues, professional contacts and third-party product providers
An understanding of regulatory requirements by working compliantly, including data protection and treating customers fairly. Identify specific threats to the business and act appropriately in line with regulation and governance. E.g. ensuring that confidential information is only shared with the relevant people
The ability to identify, generate and develop relationships that support the role. E.g. professional contacts, new business opportunities through internal/external networking and customer referrals
Adheres to all relevant processes and procedures using technical ability and proficient IT skills to deliver positive outcomes for customers and the business, within the risk, regulatory and governance requirements
Certificate in Mortgage Advice and Practice (CeMAP 1,2,3) - awarded by The London Institute of Banking and Finance (LIBF).The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the knowledge, skills and behaviours required to become competent in the role.To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors.Training Outcome:Full-time position available on completion of apprenticeship. Employer Description:Bower is one of the UK’s leading and long standing Equity Release advice companies, with over 20 years of award-winning advice plus a platinum 5-star Feefo customer experience 2026 rating.
Bower is a customer focused, social and eco responsible, financial services and lead generation company which goes above and beyond in the care of its customers and staff. Bower provides customers expert and quality advice on a range of equity release and later life mortgage products from the whole market and is directly authorised by the Financial Conduct Authority (FCA). We also have a Wealth Management team able to offer Independent Financial Advice on pensions and investments where required.
Bowers enquiries are generated from its own web sites, digital and social marketing channels, plus its many partnerships for customers approaching or in retirement. Bower advises on standard residential mortgages, lifetime mortgages, all equity release products, later life mortgages, investment and pensions and general insurance products.Working Hours :Monday - Thursday, 09:00 - 17:30. Friday, 09:00 - 17:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working,Initiative,Growth mindset,Personal drive,Self confidence,Good work ethic,Excellent written skills....Read more...
Maintaining accurate and organised client records using Salesforce and Microsoft Office, including Word, Excel and Outlook
Preparing documentation to support financial advisers and client meetings
Communicating professionally with clients, providers and internal teams
Supporting the administration of client accounts, including record updates, service requests and follow-up actions
Helping ensure client information and processes are handled accurately, confidentially and in line with regulatory requirements
Actively partaking in weekly online apprenticeship workshops and applying your learning in the workplace
Training:
We are set up to enable your success throughout and as such you will be fully supported through a Level 3 apprenticeship programme, with weekly online training workshops, on-the-job learning and guidance from experienced colleagues
You will also be part of a colleague buddy scheme to help further support your transition into the working world.
You will learn the basics of working in a professional office environment and over time, you will build specialist knowledge of financial services administration, client service, compliance, systems and adviser support
Training Outcome:
Successful apprentices could go on to be Financial Services Administrators, Paraplanners or Advisers
Employer Description:Franklyn provides financial planning tailored to each individual's needs, ensuring a personalized approach to wealth management. Our services focus on preserving and growing wealth, managing assets efficiently, and protecting individuals from financial risks. Through expertise and experience, Franklyn supports clients in making the right financial decisions for their future. Based in Congleton, we pride ourselves on building lifelong relationships with our clients and partnering with trusted organizations such as Stoke City FC and Sale Sharks Rugby Club.Working Hours :Monday - Friday, 9.00am - 5.30pmSkills: 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,Non judgemental,Patience,Positive attitude,Willingness to learn,Good time management,Able to work independently....Read more...
Core responsibilities:
Working one on one with our existing advisers, carrying out a range of duties throughout the full advice and client servicing processes including:
Liaising with clients and third parties
Preparing relevant compliance documents
Analysing recommendations for new plans and existing client holdings
Ensure appropriate data is accurately recorded within the CRM systems used and updated in line within our company processes
Key attributes:
Personable
Excellent written and verbal communication skills
Desire to provide high standard of service to our clients
Ability to work in a team whilst managing your own time and workload
A keen interest in personal finance and investments
Ability to work under pressure and time constraints
Commitment to continued professional development
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: SKILLS EDGE TRAINING LTD.
Your training course: Financial services administrator.
Equal to Level 3 (A level).Training Outcome:Post apprenticeship - professional qualifications, career progression, uncapped earnings in adviser role.Employer Description:A Wealth Management practice based in The City of London, providing holistic financial planning to individuals, families and businesses.Working Hours :Monday - Friday: 8.30am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Personable,High standard of service,Interest in Financial Services,Able to work under pressure....Read more...
Speaking with clients and third parties on a daily basis
Managing complex workflow efficiently
General administrative duties
You will have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice. We provide ongoing development and encourage learning via the apprenticeship scheme and professional qualifications via the Chartered Institute for Insurance (CII).Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:After successful completion of the apprenticeship, you will have the opportunity to continue your career with Monteagle Wealth Management in a permanent role. A clearly defined development pathway is offered, including support for industry-recognised CII qualifications, progression into Paraplanning and, for the right individual, the opportunity to ultimately train and qualify as a Financial Planner / Financial Adviser.Employer Description:We provide financial planning to a wide variety of clients through different life stages specialising in pre and post retirement and business owners. We believe in employee development and offer genuine scope for career progression.Working Hours :Monday - Friday 9.00am - 5.00pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Creative,Positive attitude,Time management....Read more...
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.
As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.
This role offers benefits and a competitive salary depending on candidate experience.
You will be responsible for
* Providing technical paraplanning support across a broad range of financial planning cases.
* Working closely with advisers to identify suitable financial planning strategies that meet clients objectives.
* Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
* Producing cashflow models, financial reports and suitability documentation.
* Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles.
* Preparing client review packs, investment performance reports and supporting documentation.
* Obtaining quotations, product information and research to compare suitable financial solutions.
* Liaising with clients, providers and third parties to ensure cases progress efficiently.
What we are looking for
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
* At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
* Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
* Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
* Experience within pension transfers and knowledge of inheritance tax planning and investment products.
* Strong understanding of current financial services legislation and regulatory requirements.
* Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint
Whats on offer
* Competitive Salary
* RO exam study support, including funded first exam attempt.
* Care Cashback Plan (after successful completion of probation).
* Work-from-home Fridays (subject to business needs).
* Annual leave increasing with service (up to 25 days).
* Long service recognition and additional leave
* Three additional days off at Christmas.
* Access to an on-site gym.
* Company pension scheme.
* Staff discount.
* Birthday leave.
Apply today if youre looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning.Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region.The CompanyThis dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish.Your RoleAs an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence.Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory ServicesThe wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning.Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
Role Purpose:
Provide support to the MFB sales team by case managing files accurately within prescribed timescales, ensuring excellent customer service. Support other Case Managers to help the company achieve its objectives.
Key Responsibilities:
Build and maintain effective relationships with new and existing clients
Act as the first point of contact for clients, lenders, and conveyancers at all stages of the mortgage process
Respond promptly and accurately to telephone calls, emails, and correspondence
Liaise with Mortgage Consultants to update progress and resolve queries
Escalate specific issues to the Line Manager for discussion and resolution
Embrace and contribute positively to the firm’s Mission, Vision, and Values
Work within prescribed procedures and practices
Input, update, and maintain data so systems and files reflect current positions
Produce written correspondence and documents using standard formats
Manage diary systems to monitor cases and progress chase as needed
Follow case progress from initial application through legal completion and beyond
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.
As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by the London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:We want all candidates to progress to the Level 3 Mortgage Adviser. We are hoping that all candidates will remain full-time employed with us after their apprenticeships end.Employer Description:Independant, privately owned, Directly authorised, whole of Market Mortgage finance Brokerage.
Starting out small in 1990, we’ve grown to be one of the UK’s most respected and award-winning mortgage brokerages. Most importantly, we’ve kept the client at the heart of everything we do, and our independent, family-owned approach means we will always take the time and effort to understand our clients mortgage finance needs, and we have achieved the coverted 5/5 on Trust pilot
Specialising in all types of property finance including Buy to Let, Residential, Commercial, Holiday Lets, Development Finance, Commercial finance, Short Term / Bridging Finance.Working Hours :Monday to Friday between 8.30am to 5.30pm.Skills: Communication skills,Team working,Initiative,Friendly,Confident....Read more...
Purpose: To ensure that client appointments are managed properly and all necessary pre and post-meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.
Duties (not limited to):
Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems
To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings
Create and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to
Generate correspondence to clients, including post review letters
Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions
Prepare business submission documents, for onward allocation to the Paraplanning team
Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
Managing own and shared mailboxes in a timely and professional manner
Giving clients a professional welcome from our reception desk for meetings held onsite
Prioritising and managing own workload
Obtaining and maintaining a good knowledge of products offered
Managing own learning and development, attending relevant training sessions where needed
Provide cover for other team members upon request as per the business need
To uphold the standards of the client service charter
Participation in team meetings
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 organisationSKILLS EDGE TRAINING LTD.
Your training courseFinancial services administrator.
Equal to Level 3 (A level).Training Outcome:Further training and development opportunities within the team.Employer Description:Wealth management company, a senior partner practice of St James’s Place. Providing a range of services including investment, retirement and protection planning.Working Hours :Monday to Thursday: 8.30am to 5pm
Friday: 8.30am to 4pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Accuracy,Able to prioritise....Read more...
