Apprentice Trainee Financial Planner

This is a work-based apprenticeship, so you’ll work from the Sapphire Financial Planning office located in Whiteley, Fareham.

This is a fantastic opportunity to study a fully-funded Financial

Adviser Apprenticeship in partnership with Skillcert.

You will gain hands-on experience whilst studying for your level 4 apprenticeship, and you will also gain new skills and work alongside experienced staff.

What you will do at work:

Work side-by-side with the Director, supporting the existing client bank. Study for and sit the regulatory RO examinations – so from R01–R06 as directed by Skill Cert. Engage fully with Skill Cert training, assessments and reviews. Attend client meetings, seminars and marketing events. Learn and apply the SJP advice model, systems and compliance framework. Attend the SJP Academy training programme (Months 12–18). Maintain accurate records in line with FCA regulatory requirements.

Training Outcome:

For the right candidate this is a fantastic opportunity to become a fully qualified Financial Planner.

This is a career path. For the right candidate, you may also want to further develop your career and study the chartered Level 6 Finance Professional.

Employer Description:

At Sapphire Financial Planning we can put together a plan for you, making your financial future, easier, less complicated and all backed by Our Commitment To You & Ongoing Advice.

Our advisors take the time to understand your unique needs, crafting personalised strategies that evolve with you. Experience the assurance of a dedicated team that not only listens but responds promptly, ensuring your financial goals are met with agility and precision.

Experience the Power of Knowledge: Our seasoned financial advisors bring a wealth of expertise to guide you through the intricacies of finance.

With a commitment to staying ahead of industry trends, we provide strategic insights that empower your financial decisions. Trust us to navigate the complexities, offering transparent and trustworthy guidance tailored to your unique goals.

Your Financial Journey, Your Way: At Sapphire Financial Planning, we recognise the individuality of your financial aspirations.

Working Hours :
Example hours – You would be expected to work normal office hours but may have some evenings dependent on the clients' needs. 08:30 until 17:00 with some hours outside of this.

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,Physical fitness