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🧮 Accountancy & Finance · EVANS ASH FINANCIAL SERVICES

Apprentice Financial Planner

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A unique opportunity to be supported through financial planning qualifications and introduced to existing and new clients with one of the partners. Upon achieving the apprenticeship, to have existing clients passed across, with the ultimate aim to becoming partner of the firm and working with the partners clients to become theirs.

What this role involves

General background for financial adviser roles. This listing’s own employer, location, pay and hours are shown above.

  • Produce financial reports
  • Update clients about their pensions and investments
  • Meet performance and sales targets
Typical pay (UK)
£27,000 starting · £67,000 experienced
Typical hours
35 to 40 a week
A short look at the financial adviser role
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Career background: National Careers Service · Open Government Licence v3.0

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Applications open on EVANS ASH FINANCIAL SERVICES's own careers site.