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Apprentice Financial Adviser

Employer
CHARLWOOD IFA LTD
Location
35 SEAMOOR ROAD, BOURNEMOUTH, BH4 9AE
Salary
£24,000.00 annually
Closing date
2 Dec 2022

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What will the apprentice be doing?

The role will entail training and working within all areas of our business. In addition to allocated study time for exams, whilst not an exhaustive list, you will:
  • Be sitting in on appointments with financial advisers
  • Working within our administration team
  • Learning and understanding how to produce client reports
  • Assisting existing clients
  • Learning how to deal with new client enquiries
  • A full understanding of our business model
  • Attending educational seminars and meetings
  • Building professional relationships

What training will the apprentice take and what qualification will the apprentice get at the end?

As part of this role you will complete the Level 4 Financial Adviser apprenticeship standard, which includes:
  • Develop the knowledge, skills and behaviours of successful Financial Advisers
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes study book and exam entry for each R0 exam

The Diploma in Regulated Financial Planning includes:
  • R01 Financial Services Regulation and Ethics
  • R02 Investment Principles and Risk
  • R03 Personal Taxation
  • R04 Pensions and Retirement Planning
  • R05 Financial Protection
  • R06 Financial Planning Practice
  • Fortnightly workshops for each R0 exam from our CII approved trainer
  • All workshops recorded and available on-demand
    Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional

What is the expected career progression after this apprenticeship?

Once fully qualified as a financial adviser we intend to allocate existing clients as well as new clients for you to service and look after.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Presentation skills, Administrative skills, Number skills, Team working

Qualifications

GCSE or equivalent English (Grade 6-8 (A-B)) Essential
GCSE or equivalent Maths (Grade 6-8 (A-B)) Essential
Other Degree (Preferably Financial related) (Grade Pass) Desired

Things to consider

Starting salary is £24k per annum with a view to increments in salary subject to performance whilst training. It is anticipated it will take around 24 months to become a qualified financial adviser with a view to on target earnings then increasing to circa £75k-£100k per annum subject to performance.
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