Apprentice Financial Adviser

Iceni Financial Advisers
Unit 6, Norwich, NR8 6RL
£220.00 per week
03 Jul 2019
22 Jul 2019
Role Type
Apprenticeship, Higher
Start Date
This is an exciting opportunity to join a local and well established firm of independent financial advisers as an apprentice Financial Advisor. This role would suit candidates who have experience in financial services and are looking to progress their career. This would also suit recent graduates.

As part of the role you will be expected to:
  • Your primary responsibilities will be giving advice on all aspects of financial planning
  • Process and deliver suitability reports
  • Learning and shadowing the financial planners to learn the financial planning process
  • Administration duties around the financial planning process
  • Maintaining client information accurately on the firm's financial planning software
  • Processing New Business
  • Liaising with clients
  • Service existing customers through regular reviews
  • Expand existing customer sales through these regular review
  • Attend regular meetings with managers and colleagues
  • To build and develop trusted relationships with their current and potential clients, providing personal and bespoke financial planning
  • As part of the team your job will be to develop your expertise and awareness of the financial service with support from the team around you

Requirements and prospects

Desired skills

  • Good communication skills
  • Good telephone manner
  • IT literate

Personal qualities

  • Professional
  • Driven
  • Enthusiastic
  • Punctual
  • Presentable
  • Hard working

Desired qualifications

  • GCSEs grade C/4and above (or equivalent qualifications)in English and maths (Essential)
  • Completion of A Levels(or equivalent qualifications)
  • Completion of Degree (Desirable)
  • Completion of financial services qualification (Desirable)

Future prospects

There is the potential for right candidate to ultimately progress to becoming a fully qualified financial adviser. The average earnings of a financial adviser in this region is £50,000 per annum OTE

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