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- Tasks: Support the team with document management and client queries in a dynamic financial environment.
- Company: Join Johnston Financial, a leading Chartered Financial Planner and Wealth Manager in Edinburgh.
- Benefits: Earn £18,000 per annum, enjoy a pension scheme, and secure a full-time role post-apprenticeship.
- Other info: Receive dedicated support from a skills coach and mentor throughout your apprenticeship.
- Why this job: Kickstart your career with hands-on experience and gain a nationally recognised qualification.
- Qualifications: Attention to detail and strong communication skills are essential.
The predicted salary is between 18000 - 18000 £ per year.
Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients’ assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town offices. This company is one of the largest in its sector and they are committed to ensuring our clients receive exceptional levels of service. To do this they seek to ensure that the staff receive ongoing professional development and enjoy their working environment.
They are currently looking for a Financial Services Apprentice to join their team in Edinburgh.
What’s involved:
- Supporting the wider team with collaborative document management, using the in‑house Enable system to maintain accurate and bespoke client records
- Acting as the first point of contact for customer and client queries, as well as colleagues seeking information
- Managing finance documents and maintaining up‑to‑date financial information for each client
- Assisting with the creation and preparation of bespoke client valuations
- Working collaboratively with advisors to manage their diaries and coordinate meetings
- Updating shared online drives and client portals daily through Enable, ensuring all information is recorded accurately
- Using Excel to run financial reports relating to current client work
- Scanning and uploading documents into the Enable management system
- Using Microsoft Office applications
What do they need from you?
- Excellent attention to detail
- Great communicators who listen to and understand our customers
Salary: £18,000 per annum
Working hours: Monday to Friday, 9am - 5pm
Benefits:
- Pension scheme
- Full time role on completion of apprenticeship
- Further development within Financial Services
Future prospects: You will have the chance to continue to develop through the company and progress within your role.
Important information: This vocational apprenticeship comprehensively supports your specific job role with this particular employer. Throughout your learning journey, you are fully supported by your dedicated QA skills coach and your mentor at work. They ensure you settle in, help you develop all the skills you need to be successful in your job role and pass your assessments, and can provide one to one support. Starting with insights into your current potential, they plan your growth in a programmatic way, close skills gaps with immersive training and ensure what you learn is applicable to what you do. They talk you through the specifics on the qualifications you gain and how they align in particular to your day to day role. On completion, as well as the valuable work experience you have gained, you get a nationally recognised qualification at SCQF Level 6.
If you are interested in starting your career and receiving a work based qualification at the same time APPLY NOW!
Please be advised that this advert may close prior to the closing date stated above if a high number of applications are received. If you are interested in this vacancy please apply below as soon as possible.
Financial Support Apprentice employer: QA Limited
Contact Detail:
QA Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Support Apprentice
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those at Johnston Financial. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching Johnston Financial. Know their values, services, and recent news. This shows you're genuinely interested and ready to contribute to their team.
✨Tip Number 3
Practice your communication skills! As a Financial Support Apprentice, you'll be the first point of contact for clients. Role-play common scenarios with friends or family to boost your confidence.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're keen on joining the team at Johnston Financial.
We think you need these skills to ace Financial Support Apprentice
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the role of Financial Support Apprentice. We want to see how you can contribute to our team at Johnston Financial!
Show Off Your Attention to Detail: Since this role requires excellent attention to detail, be sure to proofread your application. A clean, error-free submission shows us that you take pride in your work and can manage important documents accurately.
Communicate Clearly: Great communication is key! Use clear and concise language in your application to demonstrate your ability to convey information effectively. Remember, we’re looking for someone who can be the first point of contact for clients.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at QA Limited
✨Know Your Numbers
Brush up on basic financial concepts and terminology. Since this role involves managing finance documents and client valuations, being able to discuss these topics confidently will show your potential employer that you're serious about the position.
✨Showcase Your Communication Skills
As a first point of contact for clients and colleagues, effective communication is key. Prepare examples of how you've successfully communicated in past roles or situations, highlighting your ability to listen and understand customer needs.
✨Demonstrate Attention to Detail
This role requires excellent attention to detail, especially when maintaining accurate client records. Bring examples of how you've ensured accuracy in previous tasks, whether in school projects or part-time jobs, to illustrate your capability.
✨Familiarise Yourself with Microsoft Office and Excel
Since you'll be using Microsoft Office applications and Excel for financial reports, it’s a good idea to brush up on these skills. Consider doing a quick online tutorial or practice session to feel more confident discussing your proficiency during the interview.