Introduction
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.
About the 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 impulsive decision‑making during periods of growth or downturn, minimise tax obligations, and maximising wealth for future generations — always with the customer firmly in the driving seat.
What You'll Do
Initially, your role will involve supporting our advisers and paraplanning team with
- 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
Training Outcome
As you progress and grow with the business there is the potential to become a Financial Adviser in the future. This will include full support for further professional qualifications along the way.
- Development pathway:
- Starting in client and administration support,
- Progressing into paraplanning and technical work, providing a route into becoming a Financial Adviser.
Skills Required
- 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
Qualifications
- Essential - GCSE - 5 subjects - 4 or above
Course Information
Course: Financial services administrator (level 3)
Level: 3
Route: Legal, finance and accounting
Apprenticeship Level: Advanced
Working Arrangements
Working Week: 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.
Expected Duration: 1 Year
Number of Positions Available: 2
Training Provider: SIMPLY ACADEMY LTD
#J-18808-Ljbffr
Contact Details:
MACON FINANCIAL PLANNING LIMITED Recruitment Team
