- NAS Reference
- Weekly wage
37.50 per week
- Working Week
Mon to Fri, 9.00am - 5.30pm with an hour for lunch
- Date Posted
- Start Date
- Expected Duration
Now Taking Applications
- Employment Type
Higher Level Apprenticeship
Insight Financial Associates Ltd
Description of Opportunity
Working alongside an established financial adviser to prepare written advice and provide them with technical research services covering a wide variety of advice types. They will need to ensure that the preparation of advice for clients is of the highest quality whilst mitigating any risks to the business.
For more information about this vacancy please contact Calvin Goodson
email@example.com - Skills Edge (Ref ID: VAC001789231)
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills
Excellent verbal and written communication skills with attention to detail
Experience in a wide variety of advice types
Cash flow analysis
Great interpersonal skills
Minimum GCSE grades C/4 and above in English and maths
Completion of A Levels or level 3 qualification
A desire to further develop and to undertake relevant examinations
To become a qualified paraplanner or can transition over to a trainee financial adviser in the future.
Insight Financial Associates have been operating in the financial services industry since 2004, advising clients on how best to manage their investments.
Since inception we have offered a customer centred approach which is at the core of all we do.
Our advisers are all trained professionals, able to offer tailored advice to clients as and when required. Our collective expertise, which ranges from personal Wealth Management through to corporate solutions, ensures that clients are being advised by an individual with the specialist knowledge and experience to guide them through their financial journey.