At a Glance
- Tasks: Support clients and partners while gaining financial planning qualifications.
- Company: Independent Financial Adviser firm with over 25 years of experience.
- Benefits: Gain qualifications, hands-on training, and potential partnership opportunities.
- Other info: Dynamic work environment with a clear path to partnership.
- Why this job: Kickstart your career in finance with real client interactions and growth potential.
- Qualifications: Degree in Business, Finance or related subject required.
The predicted salary is between 42750 - 52250 £ per year.
A unique opportunity to be supported through financial planning qualifications and introduced to existing and new clients with one of the partners. Upon achieving the apprenticeship, to have existing clients passed across, with the ultimate aim to becoming partner of the firm and working with the partners' clients to become theirs.
About the Employer
Independent Financial Adviser firm, specialising in wealth management and retirement planning, with additional expertise in Mortgages; Later Life planning and protection planning. Family firm with over 25 years of successful support for clients.
What You'll Do
- Pass the CII Diploma in Regulated Financial Planning (DipPFS) exams via Skills Edge
- Direct on-the-job training and experience supporting one of the partners, to build understanding and rapport with the clients to be working with
- Arranging meetings and file preparation
- Working on client files for pre and post reviews, and new client meetings to update files
- Once experienced and competent, setting up protection assurance for clients
Training Outcome
Once qualified and proven competences, as clients passed across, a switch from employed to self-employed aligning to partnership rules and additional tax planning this can bring. Partner will be planning a timescale to their retirement and more client ownership and earnings will be structured towards successful candidate and reduction in Partners' day-to-day involvement, so in effect a work-out package for Partner and increasing role/ownership in Evans Ash for the successful candidate. Future exams, unless required by regulation, at applicants' cost for their benefit.
Skills Required
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Analytical skills
- Logical
- Rapport building
- Empathy (reading client needs)
- Break complex details down
- Time management / punctuality
- Driven / hardworking
Qualifications
Essential - Degree - Business, Finance or related subject - Pass
Course Information
Course: Paraplanner and financial planner (level 4)
Level: 4
Route: Legal, finance and accounting
Apprenticeship Level: Higher
Working Arrangements
Working Week: 09:00 - 17:00, Monday to Friday. Occasional work outside of these hours for meetings/conferences. Reasonable travel and accommodation are at Evans Ash cost. It is not a working from home role, but occasional times will be agreed.
Expected Duration: 2 Years
Training Provider: SKILLS EDGE TRAINING LTD
Apprentice Financial Planner in Penkridge employer: Evans Ash Financial Services
As an independent financial adviser firm with over 25 years of experience, we pride ourselves on fostering a supportive and collaborative work environment that prioritises employee growth and development. Our apprenticeship programme not only offers comprehensive training and qualifications in financial planning but also paves the way for future partnership opportunities, allowing you to build lasting relationships with clients while contributing to their financial success. Located in a family-oriented setting, we ensure that our team members feel valued and empowered to thrive in their careers.
Contact Details:
Evans Ash Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Apprentice Financial Planner in Penkridge
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We think you need these skills to ace Apprentice Financial Planner in Penkridge
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How to prepare for a job interview at Evans Ash Financial Services
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When you're talking with Evans Ash Financial Services, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
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✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
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As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Evans Ash Financial Services.
