Financial Planning and Investment Management Administrator Apprenticeship

Client support and administration Research of existing investments and cost analysis Help with business operations Professional development - we will support candidates who are looking for a career

Training Outcome:

The role has genuine progression for those who seek it. Once level 4 qualified a salary upwards of £40,000 is very much achievable

Employer Description:

Heritage are a rapidly growing IFA business based in Pulford, near Chester. We are responsible for managing the money of around 300 + clients. We are looking for an apprentice to help with the day to day operations. Ideally we would like a self starter ambitious person looking to forge career in financial services and we will look to help with genuine progression opportunities and support with professional qualifications.

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

Skills:
Communication skills,Organisation skills,Team working,Initiative,Non judgemental,Patience,Friendly approach,Punctual,Reliable