Financial adviser apprenticeship

Recruiter
TACKLEWILD LIMITED
Location
6a Watford Way, London, NW4 3AD
Salary
£7,826.00 annually
Posted
15 Jun 2021
Closes
24 Jun 2021
Ref
VAC1000015119
Role Type
Apprenticeship, Higher
Start Date
July
Duration
Permanent
What will the apprentice be doing?

Prospecting, completion of fact find and mortgage or insurance application, mortgage illustration, documentation and update of client file, laise with mortgage lenders, contacting clients, answering telephone calls, setting up meetings, researching financial services mortgage products, arranging valuation.

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

Financial Adviser Level 4

What is the expected career progression after this apprenticeship?

CeMap qualified Financial Advisor

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Creative, Initiative, Patience

Qualifications

NVQ or SVQ Level 1 or equivalent Business studies (Grade A - C) Desired

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