Graduate Financial Planning Associate - Apprentice

MACON FINANCIAL PLANNING LIMITED; Crewe; On-site; GBP 12,000 - 16,000; Full time

Benefits offered by this job

Professional qualifications support

Job summary

Macon Financial Planning Limited is offering an excellent development pathway for graduates or high‑achieving A‑Level leavers to build a long‑term career in financial advice. The role provides a route to becoming a Financial Adviser with full support for further professional qualifications.

You will start by supporting advisers and the paraplanning team, handling client documentation, communications, and administration of investments, pensions and protection policies, with progression to more

Qualifications

• GCSEs with five subjects at grade 4 or above.
• Interest in financial services and career development.

Responsibilities

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

Skills

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

Education

GCSEs: 5 subjects with grade 4 or above

Job description

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