Financial Planning and Investment Management Administrator Apprenticeship
Heritage Financial Planning
Training Provider: REAL SKILLS TRAINING LTD
Description
Working within the administration team of our busy financial planning practice. Heritage are entrusted to manage the wealth of over £150million over 300+ clients and your role will be to assist in delivering first class service and supporting the financial planning and investment management of the day to day functions in the business.
Key Information
Apprenticeship Level
Level 3 - Advanced
Business and administration - Business administrator (level 3)
Working Hours
40 hours per week
Monday to Friday 9am to 5pm.
Duration
18 Months
Start Date: 19 March 2026
Positions
1 position available
Disability Confident Employer
Skills Required
Communication skillsOrganisation skillsTeam workingInitiativeNon judgementalPatienceFriendly approachPunctualReliable
Location
Bell Meadow Business Park
Pulford
CH4 9EP