Adviser Support Apprentice

3 months ago


Brierley Hill, United Kingdom Skills Edge Training Full time

**Financial Services Administrator Level 3**
- 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 Administrators
- 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.

**Salary**

**Working Week**

Mon to Fri, 8.30 - 17.00, 60 minutes Lunch, 37.5 hours per week

**Future Prospects**

**Skills and Qualifications required**
- Minimum of 5 grade C/4 GSCEs, to include Maths and English
- 3 A-Levels grade C or above.
- A confident communicator, able to interact effectively with clients and colleagues, in person, over the phone and in writing
- Organised and able to prioritise, and manage their workload
- Meticulous and understands the importance of compliance
- Adept at keeping their product and service knowledge up to date
- Focused on providing outstanding customer service and on upholding the client service charter
- A team player that can proactively offer support to colleagues when needed
- Willing to learn, with a can-do attitude
- Trustworthy and reliable.

**Things to consider**

DBS check will be required.

For over 20 years, Abacus Wealth Services has worked with clients across the West Midlands and beyond. We have grown from a small independent financial advisory practice to become one of the largest practices in the UK. Our services are designed to help clients achieve the future they imagine for themselves and include investment and retirement planning; specialist banking and protection needs, estate planning and philanthropic giving.

We are a people business; nothing gives us more pleasure than watching our clients prosper thanks to our advice. Our mission is to provide excellent financial advice and client service, by recruiting and developing excellent people. Our team of advisers have significant experience in supporting clients to make decisions that enable them to achieve their objectives. They provide proactive advice that is based on the client’s needs and use their passion for financial planning and their analytical abilities to create solutions that deliver the required results.

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

**Salary**: £14,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- How would you travel to and from the workplace?
- How many GCSE's do you have above a 4/C including English and Maths?
- How many A-Level's do you have, and what are their Grades and Subjects?

**Education**:

- A-Level or equivalent (preferred)

Work Location: In person

Reference ID: VAC1000239839



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