Financial Planning Apprentice: Hybrid Work & Training

Government jobs, apprenticeship; Blackburn; On-site; GBP 14,000 - 24,000; Full time

Job summary

A dynamic financial services firm in Blackburn is seeking an apprentice for its Financial Planning program. The role offers a combination of on-the-job experience and formal training, requiring GCSEs in English and Maths. Successful candidates will gain valuable skills in client communication and financial administration while working towards a Level 3 qualification. The apprenticeship provides a supportive learning environment with excellent growth opportunities.

Benefits

25 days holiday per annum + bank holidays

Employer pension contribution of 8%

Weekly flexi time

Overtime

Paid sick leave

Hybrid working options

Responsibilities

• Respond to client queries with support from line manager.
• Work on small client portfolio to support financial advisers.
• Complete valuations in a timely manner.
• Ensure client files are compliant and proactive.
• Assist with Financial Planning team duties.

Skills

Communication skills

IT skills

Attention to detail

Organisation skills

Customer care skills

Problem solving skills

Administrative skills

Number skills

Analytical skills

Logical

Team working

Initiative

Education

GCSEs: English (grade 5 or above)

GCSEs: Maths (grade 5 or above)

Job description

A dynamic financial services firm in Blackburn is seeking an apprentice for its Financial Planning program. The role offers a combination of on-the-job experience and formal training, requiring GCSEs in English and Maths. Successful candidates will gain valuable skills in client communication and financial administration while working towards a Level 3 qualification. The apprenticeship provides a supportive learning environment with excellent growth opportunities.