Financial Planning Apprentice FISCAL ENGINEERS LTD

Working with Fiscal Engineers as a Financial Planning Apprentice will allow you to begin your career in wealth management. We are a Nottingham-based boutique wealth management company and seek an apprentice to join our team.

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Closing date: 02 Jan 2024

Apprenticeship summary

  • Annual wage


    Pay scale is £14,000 - £16,000.

  • Working week

    Monday to Friday, 9am – 5pm with 1 hour for lunch.

    Total hours per week: 35

  • Expected duration

    17 Months

  • Possible start date

    15 Jan 2024

  • Date posted

    16 Oct 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

As a Financial Planning Apprentice, you will provide efficient and effective administration that promptly enacts and supports the advice given to and authorised by our clients.  Responsibilities include but are not limited to:

  • Dealing with daily post and answering phones
  • Processing of dealing instructions and new business applications
  • Obtaining valuations
  • Assisting in producing Wealth Plan Update reports. 

You will be regularly monitoring and chasing up progress on applications and other transactions with platforms and providers with the aim of efficiently processing our client’s instructions and immediately raising issues or potential issues arising with the relevant client service team.

Our values

At Fiscal Engineers, we live our core values which have an overarching theme that “we always do the right thing” underpinned by:

  • We care deeply
  • We get you
  • We get the job done

The training you will be getting

  • 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 Administrator
  • 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 to expect at the end of your apprenticeship

Each team member puts together a development and training plan with their team leader and they are supported to achieve this.

Requirements and prospects

Desired skills and personal qualities

Attention to detail, Organisation skills, Team working, Polite, Proactive, Planning skills, Work to deadlines


GCSE or equivalent Maths and English (Grade 4/C or above) Essential

About the employer

We are an award-winning, boutique wealth management firm based in the centre of Nottingham, dealing with high-net-worth individuals. We are expert advisors with many years of shared knowledge and experience and we are growing. True relationship is central to our thinking. When our clients entrust matters of the greatest personal importance, we need to ensure that our team are not just technically capable but also wise enough to understand. Fiscal Engineers has recently become part of the international, multi-disciplinary advice firm, Progeny, which presents excellent opportunities for our team members and will allow us to expand our client offering to a much broader range of professional services.







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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience


Paige Waistell

0333 358 3559

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Before you apply

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