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- Tasks: Gain real client experience while working alongside a Director in financial planning.
- Company: Sapphire Financial Planning, part of a leading financial services group.
- Benefits: Earn a competitive salary from day one and access professional development opportunities.
- Other info: Flexible working hours with a supportive team environment.
- Why this job: Kickstart your career with guaranteed progression to an Associate Partner role.
- Qualifications: No prior experience needed; just a passion for finance and learning.
The predicted salary is between 18000 - 25000 £ per year.
Sapphire Financial Planning, a Senior Partner Practice of SJPP. You will earn a competitive salary from day one, sit your professional RO examinations, gain real client experience alongside the Director, and attend the SJP Academy — with a guaranteed self-employed Associate Partner role on completion.
Course Information
- Course: Paraplanner and financial planner (level 4)
- Level: 4
- Route: Legal, finance and accounting
- Apprenticeship Level: Higher
Working Arrangements
- Working Week: Example hours – You would be expected to work normal office hours but may have some evenings dependent on the clients' needs. 08:30 until 17:00 with some hours outside of this.
- Expected Duration: 2 Years
Financial Planning Apprentice: Earn from Day One & RO Exams in Fareham employer: Sapphire Financial Planning Ltd
Contact Detail:
Sapphire Financial Planning Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Apprentice: Earn from Day One & RO Exams in Fareham
✨Tip Number 1
Network like a pro! Reach out to current employees at Sapphire Financial Planning on LinkedIn. A friendly message can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for the interview by researching common questions for financial planning roles. We recommend practising your answers with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your passion for finance! During interviews, share any relevant experiences or projects that highlight your interest in financial planning and how you can contribute to the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the Sapphire team.
We think you need these skills to ace Financial Planning Apprentice: Earn from Day One & RO Exams in Fareham
Some tips for your application 🫡
Show Your Passion for Finance: When writing your application, let us see your enthusiasm for financial planning. Share any relevant experiences or interests that highlight why this apprenticeship excites you. We want to know what drives you!
Tailor Your CV and Cover Letter: Make sure your CV and cover letter are tailored specifically for the Financial Planning Apprentice role. Highlight skills and experiences that align with the job description, so we can see how you fit into our team at Sapphire Financial Planning.
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate a well-structured application that makes it easy for us to understand your qualifications and motivations.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application directly. Plus, it shows us you’re serious about joining our team. We can’t wait to hear from you!
How to prepare for a job interview at Sapphire Financial Planning Ltd
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key concepts in financial planning. Familiarise yourself with terms like RO exams, paraplanning, and client management. This shows you’re serious about the role and can engage in meaningful conversations.
✨Showcase Your Client Skills
Since this role involves real client experience, think of examples where you've successfully interacted with clients or handled customer service situations. Be prepared to share how you can build relationships and understand client needs.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, the SJP Academy, or the expectations for the Associate Partner role. This not only demonstrates your interest but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even if the office vibe is relaxed, it’s important to dress professionally for your interview. A smart appearance shows respect for the opportunity and reflects your seriousness about entering the financial planning field.