Apprentice Financial Adviser

4 days left

Wealth Solutions (Uk) Ltd
15, Frederick Road, Birmingham, B15 1JD
£12,000.00 annually
07 Apr 2021
25 Apr 2021
Role Type
Apprenticeship, Higher
Start Date
This is a fantastic opportunity to progress a career within financial services and become a qualified adviser. In the initial 12 to 18 months of this programme, candidates will be in an office based role, learning the sector and completing administrative and paraplanning duties to support current advisers. This will include learning and working in the follwing areas:
  • Multiple WRAP Platforms
  • Compliance procedures and documentation
  • Generic Financial Service products, ISA's Pensions etc.
  • Taxation
  • Investment Fund Management
  • CRM back office / client data
  • Key Communication skills

Upon completing the Diploma in Regulated Financial Planning and as candidatesprogress, they will be given practical experience on client facing skills and start to advise clients whilst shadowed by a senior adviser.

Requirements and prospects

Desired skills

  • Team player
  • Polite
  • Excellent verbal and communications skills
  • IT literate

Personal qualities

  • Enthusiastic
  • Polite
  • Team player
  • Eager to learn
  • Smart appearance in line with representing our business to the public
  • Clean Driving Licence, or ambition to pass your driving test would be beneficial

Desired qualifications

At least 5 GCSE's (9-4)A - C (or the equivalent), preferably English / Maths B.

Future prospects

Further progression and development within the business.

Things to consider

A credit search and DBS search will be carried out.

Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week). For more information please visit:

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