Apprentice Financial Adviser

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 

Training:

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.

Training Outcome:

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.

Employer Description:
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.

Working Hours :
Monday - Friday, 9.00am - 5.00pm (4.00pm finish on Fridays).

Skills:
Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Non judgemental