Introduction

Join a growing Financial Planning Practice and build a career in wealth management. Starting in an administrative role, you'll gain hands-on experience supporting clients and advisers while studying towards professional qualifications, with a clear pathway into Paraplanning and Financial Advice.

About the Employer

We provide financial planning to a wide variety of clients through different life stages specialising in pre and post retirement and business owners. We believe in employee development and offer genuine scope for career progression.

What You'll Do

Speaking with clients and third parties on a daily basis
Managing complex workflow efficiently
General administrative duties

You will have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice. We provide ongoing development and encourage learning via the apprenticeship scheme and professional qualifications via the Chartered Institute for Insurance (CII).

Training Outcome

After successful completion of the apprenticeship, you will have the opportunity to continue your career with Monteagle Wealth Management in a permanent role. A clearly defined development pathway is offered, including support for industry-recognised CII qualifications, progression into Paraplanning and, for the right individual, the opportunity to ultimately train and qualify as a Financial Planner / Financial Adviser.

Skills Required

Communication skills
Attention to detail
Organisation skills
Problem solving skills
Presentation skills
Administrative skills
Creative
Positive attitude
Time management

Qualifications

Essential - Degree - Any - Any degree classification cons

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday - Friday 9.00am - 5.00pm.

Expected Duration: 1 Year 3 Months

Training Provider: SIMPLY ACADEMY LTD

2 Monteagle Wealth Management Limited jobs in England & Wales