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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 since 1988.
- Benefits: Earn £18,000, enjoy a pension scheme, and gain a nationally recognised qualification.
- Other info: Full-time role available post-apprenticeship with excellent growth opportunities.
- Why this job: Kickstart your career in finance while receiving hands-on training and professional development.
- 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 in Old Town employer: QA Limited
Contact Detail:
QA Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Support Apprentice in Old Town
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at Johnston Financial. A friendly chat can open doors and give you insider info about the company culture.
✨Tip Number 2
Prepare for the interview by researching common questions for apprenticeships in finance. Practice your answers with a mate or in front of the mirror. Confidence is key, and we want you to shine!
✨Tip Number 3
Show off your skills! If you’ve got experience with Excel or document management systems, be ready to discuss it. Highlighting your relevant skills can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Financial Support Apprentice in Old Town
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. We appreciate clarity and precision, so make every word count!
Communicate Clearly: As great communicators are key in this role, ensure your application reflects your ability to convey information effectively. Use clear language and structure your thoughts logically.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at QA Limited
✨Know Your Stuff
Before the interview, make sure you understand Johnston Financial's services and values. Familiarise yourself with their approach to financial planning and wealth management. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Show Off Your Communication Skills
As a Financial Support Apprentice, you'll be the first point of contact for clients. Practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your communication style and ensure you can listen actively.
✨Attention to Detail is Key
Since the role involves managing finance documents and maintaining accurate client records, highlight any experiences where you've demonstrated strong attention to detail. Bring examples of how you've successfully managed data or completed tasks with precision in the past.
✨Be Ready to Discuss Teamwork
This position requires collaboration with advisors and other team members. Prepare examples of how you've worked effectively in a team setting. Think about challenges you've faced and how you contributed to achieving a common goal, as this will resonate well with the interviewers.