Financial Planning Apprentice
Apply From: 09/11/2024
Learning Provider
Delivered by FITCH LEARNING LIMITED
Employer
CHARLES STANLEY & CO. LIMITED
Vacancy Description
As an Apprentice you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include:
* Assisting with the manning of the phones within the department.
* Using back office systems to keep electronic records up to date.
* Preparation of handouts/reports for presentations and/or internal meetings.
* Producing valuations.
* Generating documents from back office systems.
* Obtaining information from third party providers.
* Using initiative to handle issues to provide effective support to the team.
* Liaising with teams in other divisions/departments across the Company.
* Performing general ad hoc duties as required, including scanning, filing, and dealing with the department’s post.
Key Details
Vacancy Title
Financial Planning Apprentice
Employer Description
Charles Stanley is one of the UK’s leading Wealth Management firms, providing clients with tailored advice and solutions at every stage of their financial journey. Our focus on clients has endured since our foundation in 1792, creating financial security for many tens of thousands of people. With over 864 employees across 23 offices throughout the UK, we remain committed to providing our clients with the highest standards of service. Charles Stanley is part of the Raymond James Financial, Inc. group of companies, which is included in the S&P 500 and is a Fortune 500 company.
Vacancy Location
55 Calthorpe Road, Edgbaston, B15 1TH
Wage Frequency
Custom
Number of Vacancies
2
Vacancy Reference Number
1000281404
Key Dates
Apply From
09/11/2024
Closing Date For Applications
2024-11-14 23:59:59
Interview Begin From
Possible Start Date
2025-10-06 00:00:00
Training
Training to be Provided
Training will be hybrid, delivered by Fitch Learning. One day per week will be dedicated to focus on your studies.
Learning Provider
FITCH LEARNING LIMITED
Skills Required
Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical thinking, Team working, Initiative.
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