Wealth Management Administration Apprentice.

Vizion Wealth Llp Milton Keynes

A great opportunity to work with a leading chartered independent financial advisory & wealth management business who are fiercely committed to offering unbiased & independent financial & wealth management advice to all. You will learn how to provide administrative support & services within a busy & dynamic financial advisory business

Advanced Financial services administrator Level 3 (A level)

Opportunities from Vizion Wealth Llp | GetMyFirstJob

  • NAS Reference
    VAC001786111
  • Weekly wage
    £0.00
  • Hours
    37.50 per week
  • Working Week
    Monday to Friday, 8.40am - 5.10pm
  • Date Posted
    02/11/2021
  • Start Date
    29/11/2021

  • Location
    Milton Keynes
  • Expected Duration
    18 months
  • Status
    Now Taking Applications
  • Sector
    Financial services administrator
  • Employment Type
    Advanced Level Apprenticeship
  • Employer
    Vizion Wealth Llp

Description of Opportunity

A great opportunity to work with a leading chartered independent financial advisory & wealth management business who are fiercely committed to offering unbiased & independent financial & wealth management advice to all. You will learn how to provide administrative support & services within a busy & dynamic financial advisory business

For more information about this vacancy please contact Georgia Marlow 07540 716312 georgia.marlow@apprentice-employment.co.uk - NICHOLAS ASSOCIATES GROUP LIMITED (Ref ID: VAC001786111)

Highly organised, strong task and diary management with a continuous improvement and personal development mindset Show passion in delivering high quality work for all our clients and other members of the team An interest in the financial markets and investments Have desire to deliver a quality service Be trusted to work towards meeting strict deadlines and to use own initiative Ability to organise and prioritise workloads to meet set deadlines Good verbal, written and communication skills Self-motivated and able to use your own initiative At all times calm, welcoming, and genuinely customer focused Ability to work within a team Must have a keen eye for detail
Must have good levels of GCSE maths and English at least Grade 5 or above (or equivalent) and 2 A Levels at grades C and above (or equivalent)
Trustworthy Reliable Able to work both independently and within a team Willing to learn and develop Enthusiastic Punctual
Please note you may be asked to complete suitability assessments as part of the recruitment process Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria Please ensure you check your phone/emails (including Spam / Junk) regularly in order for this to take place Failure to contact us back if correspondence is missed will result in your application being deemed unsuccessful Please ensure you check your application for spelling / grammar errors and correct them prior to submitting as attention to detail is very important and may affect the outcome of your application Your application may be shared with training providers and employers as follows: https://www.findapprenticeship.service.gov.uk/privacy Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week). For more information please visit: https://www.gov.uk/national-minimum-wage-rates
Once the apprenticeship is complete there will be the potential opportunity to progress with qualifications and career, however, this will be dependent on various factors and will be reviewed upon completion
Vizion Wealth is a local Chartered Independent Financial Adviser and wealth management practice for high net worth individuals and business owners. We have a strong client service ethos and pride ourselves on providing a high level of independent chartered advice and impartial wealth management and financial planning solutions to all clients. We promote a culture of always placing the client’s interests first and aim to be proactive and responsive in managing a client’s financial planning needs. We now have an exciting opportunity for the right candidate to join our small but busy Wealth Management and IFA practice in the Milton Keynes area as a wealth management administration apprentice. This provides an excellent pathway into the industry and can lead to further career and qualification development for the right candidate. We are a strong advocate of ongoing industry qualifications and continuing professional development which has led to Vizion Wealth and numerous staff achieving the coveted Chartered status. All of our financial planners are well supported by a highly experienced and qualified paraplanning, investment and administrative team with years of experience in the financial advisory and wealth management industries.

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