Introduction

An excellent opportunity for a graduate or high-achieving A-Level leaver looking to build a long-term career within the financial advice profession.

This role is designed as a genuine development pathway: Ultimately, providing a route into becoming a Financial Adviser.

About the Employer

Macon provide trusted financial planning advice, helping individuals and businesses make confident decisions about their financial future. Their mission is to be “all together better” for their customers by delivering a tailored experience that reflects every circumstance and wealth management need. Through our wealth management services, Macon help their customers to avoid impulsive decision‑making during periods of growth or downturn, minimise tax obligations, and maximising wealth for future generations — always with the customer firmly in the driving seat.

What You'll Do

Initially, your role will involve supporting our advisers and paraplanning team with

Preparing client documentation and reports
Managing client communications
Liaising with providers and third parties
Supporting the administration of investments, pensions and protection policies
Maintaining accurate client records
• Assisting with research and technical analysis

As your knowledge and experience develop, you will gain exposure to:

Financial planning research
Cashflow modelling
Report writing and suitability work
Client meeting preparation
Technical paraplanning duties
Adviser support and eventually client-facing responsibilities

Training Outcome

As you progress and grow with the business there is the potential to become a Financial Adviser in the future. This will include full support for further professional qualifications along the way.

Development pathway:
Starting in client and administration support,
Progressing into paraplanning and technical work, providing a route into becoming a Financial Adviser.

Skills Required

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Analytical skills
Team working
Honest and professional
Eager to learn
Industry interest

Qualifications

Essential - GCSE - 5 subjects - 4 or above

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday to Friday - 9am to 5pm, with flexible working hours upon successful pass of probation period. NB the 12 months is for the course/training duration not the job itself. This position has the potential for a permanent role upon completion.

Expected Duration: 1 Year

Number of Positions Available: 2

Training Provider: SIMPLY ACADEMY LTD

1 Macon Financial Planning Limited jobs in England & Wales