(Graduate) Apprentice Office-based Financial

6 days ago


Chippenham, United Kingdom Skills Edge Training Full time

Chilvester Financial are looking for a (Graduate) Trainee office-based Financial Adviser.

In this role you will be working closely with our existing client bank, following guidance from our Senior Financial Planners & Financial advisers. You will be expected to learn all aspects of the role on your journey to becoming a Financial Adviser.

You will be providing first class administration support, whilst learning how to provide our existing clients with ongoing financial advice as you progress to obtaining your qualifications.

The role demands our clients are provided with exceptional great customer service in a high-functioning financial advice and support role, guaranteeing a seamless and timely service for all our clients.

As a Trainee Financial Adviser some of your main duties will include:

- Managing client relationships and key event reminders to maintain active client contact, such as retirement / pensions review.
- Administration duties
- Assisting the clients with their annual investment and financial planning reviews
- Work within a regulated role following the Training and Competence Procedures within our firm.

Support:
This is a friendly, supportive environment within a growing company, you will be provided with full ongoing support, training, and guidance.

**What training will the apprentice take and what qualification will the apprentice get at the end?**
- Fully and part funded learning and development programme that includes the DipPFS Diploma in Regulated Financial Planning
- Develop the knowledge, skills and behaviours of successful Financial Advisers
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme
- Includes study book and exam entry for each R0 exam
- The Diploma in Regulated Financial Planning includes:

- R01 Financial Services Regulation and Ethics
- R02 Investment Principles and Risk
- R03 Personal Taxation
- R04 Pensions and Retirement Planning
- R05 Financial Protection
- R06 Financial Planning Practice
- Fortnightly workshops for each R0 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
- Additional resources through RM Advance
- Regular tutorials and assessments from an experienced financial services professional

**What is the expected career progression after this apprenticeship?**

Once you have obtained your apprenticeship qualification and your Level 4 Diploma has been successfully obtained and successful achieving all required competencies in giving sound financial advice to our clients meaning there will be further opportunities to continue obtaining further CII qualifications in line with the business needs.

**Desired skills and personal qualities**
- Communication skills
- IT skills
- Attention to detail
- Customer care skills
- Number skills
- Team working
- Confidence
- Enthusiastic

**Qualifications**
- GCSE or equivalent Maths and English (Grade 4/C or above) essential
- A Level or equivalent Any (Grade C or above) essential
- Financial Services Industry - 2 Years Experience - desirable

**Job Types**: Full-time, Apprenticeship, Graduate

**Salary**: £19,000.00-£26,000.00 per year

**Benefits**:

- On-site parking
- Wellness programme

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Chippenham, SN15 1EE: reliably commute or plan to relocate before starting work (required)

Application question(s):

- How would you travel to and from the workplace?

**Experience**:

- Financial services: 2 years (preferred)

Work Location: One location

Reference ID: VAC1000139167


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