Financial Planning Apprentice

Support with case management and workflow tracking Prepare and check client files for accuracy and compliance Update systems and ensure records are complete Help capture and maintain key client information Assist with quality checking and reducing administrative errors

Training:

Paraplanner and Financial Planner Level 4.

Training will take place online through a specialist training provider to help you get the most out of your qualification.

Training Outcome:

The role is expected to develop over the course of the apprenticeship, and the candidates can expect to gain exposure to many parts of financial services. This role would suit someone who would be looking at long term career goals of a Financial Planner or similar. 

Employer Description:

We are a national group bringing together financial planning, asset management and platform services into one seamless experience.

Working Hours :
Monday to Thursday 08:45 - 17:15 with 1-hour lunch. Friday 08:45 - 14:15.

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