Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the team with document management and client queries while using Excel for financial reports.
- 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 a nationally recognised qualification and opportunities for career progression.
- Why this job: Gain hands-on experience in finance and develop your skills with dedicated support.
- Qualifications: Attention to detail and strong communication skills are essential.
The predicted salary is between 18000 - 18000 £ per year.
Why Johnston Financial? 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 communicator who listens to and understands 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.
Financial Support Apprentice employer: QA
Contact Detail:
QA 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 current employees at Johnston Financial on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching Johnston Financial's values and recent projects. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute.
✨Tip Number 3
Practice your communication skills! As a Financial Support Apprentice, being a great communicator is key. Role-play common interview questions with a friend 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, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Financial Support Apprentice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Support Apprentice role. Highlight any relevant experience or skills that match what Johnston Financial is looking for, like attention to detail and communication skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this apprenticeship and how you can contribute to the team. Be genuine and let your personality come through.
Showcase Your Skills: Don’t forget to mention your proficiency with Microsoft Office and Excel. If you have any experience with document management systems or customer service, make sure to include that too!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people at Johnston Financial. Plus, it shows you’re serious about joining the team!
How to prepare for a job interview at QA
✨Know Your Numbers
Brush up on basic financial concepts and terminology. Since the role involves managing finance documents and running reports, being familiar with terms like 'investment portfolios' and 'client valuations' will show that you understand the industry.
✨Showcase Your Communication Skills
As a Financial Support Apprentice, you'll be the first point of contact for clients and colleagues. Prepare examples of how you've effectively communicated in past roles or situations, highlighting your ability to listen and respond to queries.
✨Demonstrate Attention to Detail
This role requires meticulous document management and accurate record-keeping. Bring examples of how you've successfully managed details 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 these tools daily, it’s a good idea to brush up on your skills. Consider practicing creating financial reports or managing data in Excel to feel more confident discussing your proficiency during the interview.