Financial Services Assistant Apprentice ALAN BOSWELL & COMPANY LIMITED
Exciting opportunity to break into the financial services industry! Our Financial Planners provide a holistic financial planning service for both personal and corporate clients incorporating the use of protection products, investment products, pension planning and tax planning.
Closing date: 31 Jul 2023
Apprenticeship summary
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Annual wage
£20,000.00
The salary for this position is £20,000 per annum, depending on experience.
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Working week
Monday to Friday 9am to 5pm; one hour for lunch
Total hours per week: 35
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Expected duration
15 Months
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Possible start date
07 Aug 2023
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Date posted
12 Apr 2023
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000153262
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Positions
2 available
What will the apprentice be doing?
Our Financial Planners provide a holistic financial planning service for both personal and corporate clients incorporating the use of protection products, investment products, pension planning and tax planning.
We wish to foster a strong talent pool both for now and the future within our financial services company and are looking to offer a Graduate an apprenticeship where they have the opportunity to achieve their potential in a supportive and progressive environment. The apprenticeship will support your career within Financial Planning and can lead to further opportunities and progression.
During the programme you will be required to work collaboratively with other members of the team to help deliver a complete customer service journey for our clients. This is a great way of expanding your knowledge and building relationships across the business.
A Financial Planner Assistant Apprentice will provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.
- Working on a portfolio of clients within the Financial Planning Team.
- Assisting with the preparation of reports and research for meetings and supporting the financial planner with clients.
- Recommending improvements to clients’ records, systems and practices and assist as and when needed.
- Organising and supporting every client as effectively and efficiently as possible to the Group’s standards and to ensure effective completion before review by Financial Planner
What training will the apprentice take and what qualification will the apprentice get at the end?
Financial Services Administrator Level 3
- Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme
- Includes the CII CF1 study book and exam entry
- CII and EPA resits are to be covered by the employer
- Fortnightly workshops for the CF1 exam from our CII approved trainer
- All workshops recorded and available on-demand
- Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
- Exam tips, tricks, and strategies
- Additional resources through RM Advance
- Regular tutorials and assessments from an experienced financial services professional
- R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge.
What is the expected career progression after this apprenticeship?
Ongoing training and development to support progression through the financial services career path. Support with financial services qualifications to achieve the highest level.
Requirements and prospects
Desired skills and personal qualities
Qualifications
Other Graduate Degree in Any Subject (Grade Pass) Essential
Things to consider
About the employer
Employer
ALAN BOSWELL & COMPANY LIMITED
Address
Prospect House
Rouen Road
Norwich
NR1 1RE
Training
Training provider
SKILLS EDGE TRAINING LTD
Contact
Paige Waistell
paige.waistell@skillsedge.co.uk
0333 358 3559
Apprenticeship standard
Financial services administrator
Level 3 (A level)
Before you apply
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