Financial Adviser Apprentice

Brooks Wealth Management
8a, Cowgate, Peterborough, PE1 1NA
£12,000.00 annually
21 Jun 2019
27 Jul 2019
Role Type
Apprenticeship, Higher
Start Date
Financial services is one of the most stable occupations with consistent year-on-year growth. Operating in a highly regulated environment, this higher - level apprenticeship is focused on developing you professionally within the financial sector to offer specialist advice by gaining an internationally recognised and accredited qualification.

You will be expected to learn quickly and pick up new skills, techniques and abilities on the move. No two days will be the same.

You will quickly find yourself:
  • Providing research for adviser recommendations
  • Dealing with client queries
  • Writing letters to clients
  • Providing valuations for clients and advisers
  • Compiling review documentation
  • Undertaking other admin tasks as required

In addition you will spend a good deal of time observing our experienced paraplanner and the financial advisers to gain a deep and wide knowledge of what they do and the way they do it.

Requirements and prospects

Desired skills

  • Excellent written English and maths
  • Excellent communication skills
  • Good statistical analysis ability

Personal qualities

Good time management and able to work on own initiative and under pressure.

Desired qualifications

Obtained or expected 3 A levels, minimum 8 GCSEs including maths and English at a high level.

Future prospects

Excellent prospects.We hope and expect the right candidate to move swiftly though this and further training to become an Independent Financial Adviser. The OTE for this role will be £60k+.

Things to consider

Our hope is that the right candidate will thrive, in this fast paced and exciting environment, and will have the ability and drive to progress quickly and smoothly through this initial 24 month training phase. We will then progress them to full adviser status and help them to build their own portfolio of clients under the Wealth line/Brooks Wealth banner. We are looking for exceptional candidates with a real passion for financial services and the desire to exceed expectations.

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