Apprentice Financial Planner LIFETIME FINANCIALMANAGEMENT INTERMEDIARIES LTD

Working with our technical team analysing pensions and investments, liaising with providers and supporting our financial planners. Alongside learning about the financial planning role you will produce illustrations, carry out research and assist with client reports. As your apprenticeship progresses you will start shadowing client meetings.

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Closing date: 01 Jul 2024

Apprenticeship summary

  • Annual wage

    £23,600.00

  • Working week

    Monday to Friday 9am to 5pm (can be flexible)

    Total hours per week: 37

  • Expected duration

    20 Months

  • Possible start date

    02 Sep 2024

  • Date posted

    05 Jun 2024

  • Apprenticeship level

    Higher
    Level 4 (Higher national Certificate)

  • Reference number

    VAC1000254923

  • Positions

    1 available

What you will do in your working day

Your main role will involve working with our technical team to analyse pensions and investments. This is key to helping our financial planners to make their recommendations and will allow you to develop your knowledge and understanding of financial services products.

  • Contact providers to gather all of the key information needed
  • Work closely with both financial planners and the wider admin team
  • Support advisers by assisting with the early stages of report writing and preparing applications for use with clients
  • Reporting to an experienced member of the technical team and benefit from their knowledge.

Later in your apprenticeship you will begin to shadow financial planners in their meetings with clients. 

The training you will be getting

Level 4 Financial Adviser Apprenticeship Standard:

The Level 4 Financial Adviser Apprenticeship standard will help to develop the knowlegde, skills, and behaviours required to become occupationally competent in this role.

The apprenticeship will include expert-led instruction, mentorship, and real-world application, allowing apprentices to develop a comprehensive understanding of the financial advisory profession.

Successful completion of the Financial Adviser Apprenticeship leads to the industry recognised qualification Diploma for Financial Advisers (DipFA) or the Diploma in Regulated Financial Planning (DipPFS) and individuals that undertake this programme are rounded and ready for a rewarding, challenging career.

You will have guidance throughout with your learning which will add to the support provided by Simply Academy.

 

What to expect at the end of your apprenticeship

Upon successful completion of your apprenticeship you would become a full time member of our team.

We would provide you with further training and support to ensure that you reach Competent Adviser Status, after which you would begin to work with our existing clients.

There will be no limit to your ambition - we are a fast growing company and we aim to help everyone to reach their potential.


Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Administrative skills, Team working, Initiative, Enthusiastic

Qualifications

GCSE or equivalent 5 subjects including maths and english (Grade 4 or above) Essential
A Level or equivalent 3 passes (Grade D or above) Essential

Things to consider

Our office is a short walk Dodworth Railway Station or the nearest bus station. Free parking is provided and the office is easily accessed from Junction 37 of the M1. Hybrid/remote working may be available after your initial induction period. There may sometimes be a requirement to work outside of your normal 09:00 - 5:00 hours though this is likely to be rare.

About the employer

An established financial management company, driven by an unwavering passion to empower individuals in making precise financial choices tailored to their unique circumstances and aspirations. We not only equip you with the tools to make informed decisions but also provide ongoing support to ensure you can adapt and thrive.

Employer

LIFETIME FINANCIALMANAGEMENT INTERMEDIARIES LTD

Address

GREAT CLIFFE COURT

GREAT CLIFFE ROAD

BARNSLEY

S75 3SP

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Training

Training provider

SIMPLY ACADEMY LTD

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

Contact

Mark Fenwick

mark@simplyacademy.com

Apprenticeship standard

Financial adviser

Level 4 (Higher national Certificate)

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

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.