What you’ll do:
Support senior advisors in providing holistic financial planning for clients
Assist with research, analysis, and preparation of client reports
Learn to build and maintain long-term client relationships
Attend client meetings (with support) and assist with follow-up actions
Develop your knowledge of pensions, investments, tax planning, protection, and mortgages
Ensure all work meets FCA regulatory requirements and Consumer Duty standards
Training:Paraplanner and Financial Planner Level 4 (Higher national certificate) Apprenticeship Standard:
These financial advice apprenticeships typically 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) and individuals that undertake this programme are rounded and ready for a rewarding, challenging career
Training Outcome:
Clear career path from trainee to fully qualified Financial Advisor, with the opportunity to progress to Chartered status
Employer Description:ADNFC Wealth Management
ADNFC Wealth Management—operated by Clayton Holmes Naisbitt Financial Consultancy LLP—is an independent, chartered wealth advisory firm authorised and regulated by the FCA
ADNFC Financial / ADNFC Mortgages
ADNFC Mortgages is the trading brand of Andrew Nolan Mortgages Ltd, also FCA-authorised, specialising in delivering bespoke mortgage and protection solutionsWorking Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
