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Apprentice Financial Planner

Oaktree Rise, Wolverhampton, WV8 1DP
£19,600.00 - £24,200.00 per month
Closing date
6 Dec 2021

View more

Business / Management
Banking & Financial Services
Role Type
Apprenticeship, Higher
Start Date
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You will work alongside a senior consultant in the firm whilst undertaking the diploma in regulated financial planning.

Following an induction to learn the firms systems and processes you will shadow the consultant onclient review meetings to develop your soft skills. You will then be responsible for any action points raised during the meeting, including the confirmation of ongoing suitability of any of the clients investment plans.

As part of this role you will complete the following duties:
  • Contacting clients
  • Diary management
  • Liaising with prospective clients
  • To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures
  • Dealing with incoming calls in a professional manner
  • Accurately recording client data and updating records following meetings
  • Diary and task management using CRM systems
  • Preparing client packs
  • Writing reports
  • Completing compliance checks
  • Completing Fact finds
  • Advising clients on their finances such as pensions, investments.
  • The role involves meeting clients, taking details of their personal circumstances, reviewing and planning solutions to meet their needs, completing business and submitting paperwork

Requirements and prospects

Desired skills

  • Computer literate with experience of Microsoft office software
  • Good communication skills

Personal qualities

  • Demonstrates initiative
  • Analytical skills
  • Positive attitude to development and self learning

Desired qualifications

  • Graduate level qualification or evidence of working within a financial services practice.

Future prospects

The successful candidate will be supported to become a financial planner with an active client bank in the region of 100 clients. We also support further progression to achieve the Chartered Financial Planning designation and to become a senior consultant in the firm. The firms dedication to progression is evidenced by the fact that the Directors and senior staff have all followed the same development programme.

Things to consider

To comply with FCA regulations, a criminal records check and credit check are required.
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