At a Glance
- Tasks: Prepare client documentation, manage communications, and support financial planning.
- Company: Join Macon, a trusted financial planning firm dedicated to client success.
- Benefits: Earn £21,000 with flexible hours and a clear path to becoming a Financial Adviser.
- Other info: Dynamic apprenticeship with potential for permanent role after training.
- Why this job: Kickstart your finance career with hands-on experience and professional training.
- Qualifications: GCSEs in 5 subjects at grade 4 or above; strong communication and analytical skills.
The predicted salary is between 21000 - 30000 £ per year.
Summary
An excellent opportunity for a graduate or high-achieving A-Level leaver looking to build a long-term career within the financial advice profession.
This role is designed as a genuine development pathway: Ultimately, providing a route into becoming a Financial Adviser.
Compensation
- Wage: £21,000 a year
- Salary range: £21,000 to £30,000 Starting salary (DOE)
- Training Course
- Financial services administrator (level 3)
- Hours
Monday to Friday - 9am to 5pm, with flexible working hours upon successful pass of probation period.
NB the 12 months is for the course/training duration not the job itself.
This position has the potential for a permanent role upon completion.
- 37 hours 30 minutes a week
- Start date
- Monday 5 October 2026
- Duration
- 1 year
- Positions available
- Work
Most of your apprenticeship is spent working. You'll learn on the job by getting hands‑on experience.
- What you’ll do at work
- Preparing client documentation and reports
- Managing client communications
- Liaising with providers and third parties
- Supporting the administration of investments, pensions and protection policies
- Maintaining accurate client records
- Assisting with research and technical analysis
As your knowledge and experience develop, you will gain exposure to
- Financial planning research
- Cashflow modelling
- Report writing and suitability work
- Client meeting preparation
- Technical paraplanning duties
- Adviser support and eventually client‑facing responsibilities
- Where you’ll work
- UNIT 7-9
MACON COURT
HERALD DRIVE
CREWE
CW1 6EA - Training
Apprenticeships include time away from working for specialist training. You'll study to gain professional knowledge and skills.
- Training provider
- SIMPLY ACADEMY LTD
- Training course
- Financial services administrator (level 3)
- What you’ll learn
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad‑hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad‑hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
- Training schedule
This training schedule has not been finalised. Check with this employer if you'll need to travel to a college or training location for this apprenticeship.
Requirements
Essential qualifications
GCSE in
5 subjects (grade 4 or above)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Analytical skills
- Team working
- Honest and professional
- Eager to learn
- Industry interest
- Other requirements
Maths and English GCSE minimum requirements are 5 and above for this role.
About this employer
Macon provide trusted financial planning advice, helping individuals and businesses make confident decisions about their financial future.
Their mission is to be "all together better" for their customers by delivering a tailored experience that reflects every circumstance and wealth management need.
- Through our wealth management services, Macon help their customers to avoid impuls
- #J-18808-Ljbffr
Graduate Financial Planning Associate - Apprentice in Crewe employer: Government jobs, apprenticeship
Deans is an exceptional employer, offering a supportive and dynamic work environment in Stafford where you can kickstart your career in accountancy. With comprehensive on-the-job training and day release study for the AAT qualification, employees benefit from a strong focus on professional development and growth opportunities. The modern facilities and commitment to nurturing talent make Deans a fantastic place to build a rewarding career in finance.
Contact Details:
Government jobs, apprenticeship Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Financial Planning Associate - Apprentice in Crewe
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We think you need these skills to ace Graduate Financial Planning Associate - Apprentice in Crewe
Some tips for your application 🫡
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Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Government jobs, apprenticeship how you can be a team player!
How to prepare for a job interview at Government jobs, apprenticeship
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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Familiarise yourself with Government jobs, apprenticeship's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
