Graduate Financial Planning Trainee — Path to Adviser

Government jobs, apprenticeship; Crewe; On-site; GBP 21,000 - 30,000; Full time

Job summary

Macon invites graduates or high-achieving A-Level leavers to join a structured apprenticeship in financial services. You will learn on the job, handling client documentation, communications, and administration while gaining exposure to investments, pensions, and protection policies.

The program aims to develop you into a Financial Adviser. The apprenticeship lasts 1 year with a potential permanent role after completion and a starting wage of £21,000, rising to £30,000 DOE.

Qualifications

• GCSE in 5 subjects with grade 4 or above.
• Willingness to learn on the job, with enthusiasm for financial services.
• Apprenticeship aligned with professional development in financial planning.

Responsibilities

• 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.
• Exposure to financial planning research and cashflow modelling.

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, grade 4+)

Job description

Macon invites graduates or high-achieving A-Level leavers to join a structured apprenticeship in financial services. You will learn on the job, handling client documentation, communications, and administration while gaining exposure to investments, pensions, and protection policies.

The program aims to develop you into a Financial Adviser. The apprenticeship lasts 1 year with a potential permanent role after completion and a starting wage of £21,000, rising to £30,000 DOE.