At a Glance
- Tasks: Support partners, arrange meetings, and manage client files in a dynamic financial environment.
- Company: Evans Ash Financial Services, a supportive firm with a clear pathway to partnership.
- Benefits: Gain valuable experience, receive training, and enjoy a structured apprenticeship programme.
- Other info: Flexible working hours with opportunities for travel and professional growth.
- Why this job: Kickstart your career in finance with hands-on experience and mentorship from industry experts.
- Qualifications: No prior experience needed; just a passion for finance and a willingness to learn.
The predicted salary is between 31500 - 38500 £ per year.
Evans Ash Financial Services is offering an apprenticeship pathway for a Paraplanner and financial planner (level 4).
The role involves supporting one of the partners, arranging meetings, and handling client files across pre/post reviews.
Working hours are 09:00-17:00, Monday to Friday, with travel and occasional out-of-hours meetings. Training is provided by Skills Edge Training Ltd over two years.
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Apprentice Financial Planner: Path to Partner in Penkridge employer: Evans Ash Financial Services
Evans Ash Financial Services is an exceptional employer, offering a unique apprenticeship pathway that not only equips you with essential skills in financial planning but also fosters a supportive work culture. With dedicated training from Skills Edge Training Ltd and opportunities for personal growth, you will thrive in a collaborative environment where your contributions are valued, making this role a meaningful step towards a successful career in finance.
Contact Details:
Evans Ash Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Apprentice Financial Planner: Path to Partner in Penkridge
✨Get Involved with Campus Recruitment Events
Apprenticeships in banking and financial services often come through campus recruitment days. Keep an eye out for events hosted by your university or local banks, as these can be golden opportunities for us to meet recruiters face-to-face and make a great first impression.
✨Engage with Professional Bodies
Join organisations like the Institute of Chartered Accountants or the Chartered Institute of Banking. These memberships can provide valuable resources and networking opportunities, plus, they often have dedicated sections for apprenticeships and early-career roles that can point us in the right direction.
✨Follow the Right Companies on Social Media
Banks and financial services firms love to share their stories on social media! Follow companies like Evans Ash Financial Services to keep up with their latest apprenticeship opportunities and insider news. Engaging with their posts could give us an edge when it comes to the application.
✨Utilise Your University’s Career Service
Your university's career service is a treasure trove of information for apprenticeships in banking. They often have connections to employers like Evans Ash Financial Services, so don't hesitate to tap into their resources and advice!
We think you need these skills to ace Apprentice Financial Planner: Path to Partner in Penkridge
Some tips for your application 🫡
Show Off Your Maths Skills:In the banking and financial services sector, being good with numbers is a must! Make sure to highlight any relevant maths qualifications or experience in your application, as well as any projects or coursework that demonstrate your analytical skills.
Emphasise Your Willingness to Learn:As this is an apprenticeship, companies like Evans Ash Financial Services want to see your enthusiasm for the industry and your eagerness to learn. In your cover letter, chat about why you’re interested in banking and any specific areas you’re excited to explore. Show them that you’re ready to soak up knowledge like a sponge!
Highlight Relevant Experience (Even If It's Limited):Whether it's a part-time job, volunteer experience, or even a school project, mention any relevant experience related to banking or finance. This could include customer service roles or any projects where you handled budgeting. We’re all about showing how you can apply your skills, even if they’re from unconventional backgrounds.
Tailor Your CV for Impact:Make sure your CV isn’t just a list of duties. Tailor it to reflect skills that appeal to financial services, like attention to detail and communication skills. Don’t forget to keep it clear and concise, showing how you’re a perfect fit for the apprenticeship at Evans Ash Financial Services!
How to prepare for a job interview at Evans Ash Financial Services
✨Brush Up on Financial Principles
Since you're diving into the banking and financial sector with an apprenticeship, it’s crucial to familiarise yourself with key concepts like interest rates, investment strategies, and basic financial accounting. Make sure you can share your understanding of these principles during the interview, as they'll likely pop up in practical scenarios.
✨Be Ready for Scenario-Based Questions
In the world of banking, interviewers love to throw real-world scenarios at you. Prepare for questions that ask how you'd handle customer inquiries or solve financial challenges. Practising these types of situational responses can really showcase your problem-solving skills and customer service abilities, both of which are essential in this field.
✨Show Your Eagerness to Learn
As an apprenticeship candidate, what's going to set you apart is your motivation to learn and grow in the role. Be sure to express your excitement about entering the banking world and highlight any steps you've already taken to educate yourself, whether through courses, workshops, or relevant hobbies.
✨Prepare Your Questions About Company Culture
When interviewing with Evans Ash Financial Services, don’t shy away from asking about their company culture and training programmes for apprentices. This shows that you're not only focused on the role but also interested in how you'll fit within the team, which is a major factor for your future success in the apprenticeship.
