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Apprentice Financial Planning Analyst SMITH COOPER INDEPENDENT FINANCIAL SOLUTIONS LTD

This is fantastic position for someone within in the industry looking to progress or a recent graduate. The primary purpose of the role is to provide analytical support to the Technical Team Manager in the preparation of client financial plans and their annual reviews.

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Closing date: 09 Dec 2022

Apprenticeship summary

  • Annual wage

    £24,000.00

    £24k starting, £25k after probation and £500 increments per CII unit achieved.

  • Working week

    Monday to Friday 9.00am to 5.00pm, 30 minutes for lunch. 25 day’s holiday plus bank holidays.

    Total hours per week: 37.5

  • Expected duration

    24 Months

  • Possible start date

    16 Jan 2023

  • Date posted

    10 Oct 2022

  • Apprenticeship level

    Higher
    Level 4 (Higher national Certificate)

  • Reference number

    VAC1000095174

  • Positions

    1 available

What will the apprentice be doing?

  • Data Gathering and Analysis
  • Production of Client Review information before meetings and
    take care of any action points
  • Assist in the preparation of Financial Plans for new clients,
    including cash flow forecasts and product research
  • Liaise with clients and third-party service providers in the
    servicing of clients of the firm
  • Ensure compliance with internal and Financial Conduct Authority rules
  • Ensure the highest standards of confidentiality are maintained.

Additional Duties

The list of duties above is not intended to be exhaustive but gives a
general indication of the tasks involved for your position. It is the nature of the Firm that tasks and responsibilities are in many circumstances unpredictable and varied.

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

As well as on the job training, you will complete the Level 4 Paraplanner Apprenticeship standard.

This will include completing the Certificate in Paraplanning via the CII which comprises of the following units:

CII R01 - Financial Services Regulations and Ethics
CII R02 - Investment Principles and Risk
CII R03 - Personal Taxation
CII J09 - Paraplanning
As part of this apprenticeship, you will benefit from the following:

  • Develop the knowledge, skills and behaviours of successful Paraplanners
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes study book and exam entry for each CII exam
  • Fortnightly workshops for each R0 exam from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional

What is the expected career progression after this apprenticeship?

Possible further progression within the business and further professional qualifications via the CII.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Problem solving skills, Administrative skills, Number skills, Analytical skills, Logical, Team working

Qualifications

GCSE or equivalent English (Grade C/4) Essential
GCSE or equivalent Maths (Grade C/4) Essential
Other Degree (Preferably Financial related) (Grade Pass) Essential

About the employer

Smith Cooper IFS is a UK based Independent Financial Solutions providers, with over £280 million under advice and management – and growing. For our private clients we provide financial solutions for effective tax planning, wealth management, inheritance tax, estate planning and investments. For our corporate clients, services encompass the fields of occupational pensions, trusts and charities, corporate projects and corporate risk protection.

Employer

SMITH COOPER INDEPENDENT FINANCIAL SOLUTIONS LTD

Address

53 Windsor Street

Burbage

LE10 2EE

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Training

Training provider

SKILLS EDGE TRAINING LTD

Contact

Calvin Goodson

Calvin.Goodson@skillsedge.co.uk

01603 577962

Apprenticeship standard

Paraplanner

Level 4 (Higher national Certificate)

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