Apprentice Financial Adviser

8, Manor Road, Yeovil, BA20 1UQ
£21,500.00 annually
10 Sep 2019
01 Nov 2019
Role Type
Apprenticeship, Higher
Start Date
Vacancy Description

The successful candidate will follow a structured apprenticeship programme over a period of 24 months, in conjunction with an external training provider benefitting from regular assessments and online support.

As part of the programme you will complete the Level 4 diploma (DipFA) consisting of 6 units, each with study material and an examination. The study material and examinations are all paid for.

To enable you to build up the practical, background and knowledge to become an effective Financial Adviser, the first step is to become a proficient administrator; we will provide you with in-house training to give you the skills and knowledge to perform this role. Once fully competent in all aspects of this role you will progress to join the financial planning team.

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
  • 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

Salary Package:
  • Starting salary £21,500, rising to £26,000 on gaining DipFA qualification and £33,345 on reaching competent adviser status
  • 21 days holidays (plus bank holidays) increasing to 25 days
  • Company Pension Scheme
  • Quarterly bonus scheme
  • Company profit share scheme

Requirements and prospects

Desired skills

  • Confident communicator, on the telephone and face to face and the ability to easily build rapport.
  • Numerate
  • Excellent organisational skills
  • IT proficient
  • Exceptional customer service skills with the highest attention to detail
  • Academic capability to achieve DipFA qualification
  • Determination and drive to progress to Chartered Adviser status; this will be encouraged and fully supported

Personal qualities

  • Honest, ethical and always puts the needs of client's first
  • Have a genuine interest in financial planning
  • Proactive, ability to use your initiative and be a self-starter
  • Drive and motivation to deliver and exceed business targets
  • Ambitious for development and progression
  • Strong abilities to develop relationships and network in a professional environment
  • Positive outlook, resilience and the ability to remain calm in demanding situations
  • Smartly presented

Desired qualifications

  • Bachelors min 2.2
  • GCSE maths & English Language grade 5/C or above (or equivalent)

Future prospects

This is a fantastic role for anyone looking to progress to become a fully qualified financial adviser. The role and programme will provide all the necessary exposure and training to ensure candidates are a fully qualified and competent adviser at the end of this 2 year programme.

Things to consider

  • The role requires candidates to have a full driving licence and access to own transport as you develop in your role you will be required to attend client meetings

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