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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 per annum, enjoy a pension scheme, and secure a full-time role post-apprenticeship.
- Other info: Receive dedicated support from a skills coach and gain a nationally recognised qualification.
- Why this job: Kickstart your career in finance with hands-on experience and professional development opportunities.
- Qualifications: Attention to detail and strong communication skills are essential for this role.
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 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 in Midlothian employer: QA
Contact Detail:
QA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Support Apprentice in Midlothian
✨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 a job description just can't.
✨Tip Number 2
Prepare for the interview by practising common questions related to finance and customer service. We recommend role-playing with a friend or family member to boost your confidence and refine your answers.
✨Tip Number 3
Show off your skills! If you have experience with Excel or document management systems, be ready to discuss specific examples of how you've used them. This will demonstrate your attention to detail and readiness for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the team at Johnston Financial.
We think you need these skills to ace Financial Support Apprentice in Midlothian
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 interested in the 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 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 demonstrate your genuine interest in the company and how you can contribute to their mission.
✨Show Off Your Communication Skills
As a Financial Support Apprentice, you'll need to be a great communicator. Practice articulating your thoughts clearly and concisely. During the interview, listen carefully to questions and respond thoughtfully, showing that you can engage effectively with clients and colleagues alike.
✨Attention to Detail is Key
Highlight your attention to detail during the interview. You might be asked about how you manage tasks that require precision, like maintaining client records or preparing financial reports. Share specific examples from your past experiences where your meticulousness made a difference.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This shows your enthusiasm for the role and helps you gauge if Johnston Financial is the right fit for you. Consider asking about their training programmes or how they support apprentices in their career development.