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- Tasks: Support financial planners and maintain client records in a dynamic team.
- Company: Leading financial services firm in Leeds with a focus on growth.
- Benefits: Gain industry-standard qualifications and valuable work experience.
- Why this job: Kickstart your career in finance with hands-on experience and mentorship.
- Qualifications: GCSEs in English and Maths, A-Levels in relevant subjects, and Microsoft Office skills.
- Other info: Exciting entry-level apprenticeship with opportunities for career advancement.
The predicted salary is between 800 - 1400 £ per month.
A leading financial services firm in Leeds is offering an exciting entry-level apprenticeship in the Financial Planning team. This role involves supporting Paraplanners and Financial Planners, maintaining precise client records and documentation, and facilitating client onboarding.
Ideal candidates will have GCSEs in English and Maths along with A-Levels in relevant subjects. A proactive approach and proficiency in Microsoft Office are essential. Upon successful completion, participants can advance towards industry-standard qualifications.
Hybrid Apprentice: Financial Planning Admin in Leeds employer: Redmayne Bentley
Contact Detail:
Redmayne Bentley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Apprentice: Financial Planning Admin in Leeds
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend local finance events. It’s all about making connections that could lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by researching the company and its values. We want you to show how your skills align with their mission, especially in financial planning and client support.
✨Tip Number 3
Practice common interview questions related to financial services. Think about scenarios where you've demonstrated your proactive approach or used Microsoft Office effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows your enthusiasm for joining the team.
We think you need these skills to ace Hybrid Apprentice: Financial Planning Admin in Leeds
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for financial planning shine through! We want to see that you're excited about the opportunity to support our Paraplanners and Financial Planners.
Tailor Your CV: Make sure your CV highlights your GCSEs and A-Levels, especially in relevant subjects. We love seeing how your academic background aligns with the role, so don’t hold back on showcasing your skills!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure you communicate your experiences and skills effectively without unnecessary fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting apprenticeship opportunity!
How to prepare for a job interview at Redmayne Bentley
✨Know Your Financial Basics
Brush up on your financial terminology and concepts. Since this role is in financial planning, being able to discuss basic principles will show your enthusiasm and understanding of the industry.
✨Showcase Your Microsoft Office Skills
Be prepared to discuss your experience with Microsoft Office, especially Excel and Word. You might even want to mention specific tasks you've completed using these tools, as they are essential for maintaining client records.
✨Demonstrate Proactivity
Think of examples where you took initiative in previous roles or projects. This could be anything from leading a group project at school to volunteering for extra responsibilities. Employers love candidates who can show they’re proactive!
✨Prepare Questions for Them
Have a few thoughtful questions ready to ask at the end of your interview. This shows your interest in the role and helps you determine if the company is the right fit for you. Ask about the team dynamics or what a typical day looks like for an apprentice.
