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Trainee Client Relationship Associate – Financial Planning Administration Apprenticeship
The role in brief:
Voted in the UK Top 50 SME Apprenticeship Employers Rankings of 2025, you will be joining our apprenticeship programme which will give you the skills and support you need to unlock a future full of new opportunities and experiences within the world of Financial Planning.
You will enjoy a combination of on-the-job learning and structured training, not to mention an interesting client list to work with. You will be given full study support to gain knowledge within Financial Planning Administration and pursue a recognised qualification.
Who we are looking for:
This is an ideal opportunity for enthusiastic individuals, educated to at least GCSE or A Level standard, who wants to gain valuable experience within the Financial Planning profession and progress their career, whilst studying at the same time.
25 days’ holiday per annum + bank holidays, office closedown over Winter Break, flexible Easter Break, to account for other religious festivals, on site free parking, employer pension contribution of 8%, death in service life cover of 4 x salary, income protection scheme, weekly flexi time, agreed overtime, family friendly policies including enhanced maternity, paternity, adoption and shared parental pay, flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, extra holidays, electric car scheme etc, hybrid working, full technical and soft skills training and support, recruitment incentive scheme, cycle to work scheme, employee well-being portal, access to the WeCare app that offers health, well-being, financial and legal support, dress for your day policy and dress down Fridays, paid sick leave, extensive learning & development opportunities and study support, Firm wide success bonus based on the achievement of certain financial metric(s), Access to Dashlane password manager for you + 9 of your family and friends, Fee-free service to whole of market mortgage and insurance advice, Access to Able Futures support, a Mental Health Support Service
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