Full job descriptionFinancial Adviser Apprentice.
Rickmansworth, Herts.
To £24,000. and fully funded Financial Adviser Apprenticeship Programme
An exciting opportunity for an ambitious and motivated person to begin a career in financial services and work towards becoming a qualified Financial Adviser, achieving CII Level 4 Regulated Diploma in Financial Planning.
Working alongside an experienced adviser ( Practice Owner ) you will undertake a structured apprenticeship programme, combining formal training and industry-recognised qualifications, along with gaining hands on experience in the office.
Responsibilities will develop to include :
*Develop an understanding of pensions, investments, savings, protection and retirement planning.
*Assist with preparing client reports, financial reviews and recommendations.
*Gather and analyse client information to help identify their financial needs and objectives.
*Support the preparation of client meetings and follow-up actions.
*Build and maintain positive relationships with clients, providing a professional and helpful service.
*Maintain accurate client records and ensure documentation is completed in line with regulatory requirements.
*Develop an understanding of financial services regulations, compliance and professional standards.
*Supporting administration and CRM system update, and liaising with clients by ’phone, email and in person.
This could be ideal for you if you are seeking to build a career as a Financial Adviser. Financial Services experience is not required as full training will be given, but you must have a genuine interest in finance, investments and financial planning, good numerical and PC skills, confidence in communicating with people, a professional manner with excellent timekeeping.