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Yeovil: 01935 848764 
Sherborne: 01935 815855 

Vacancies at Adanac Financial Services

Apprentice Independent Financial Adviser

 A unique opportunity to join a well-respected and established independent advisory practice as an apprentice IFA.

Excellent prospects for a career driven graduate who can see the long term prospect of controlling their own future within a reputable IFA firm. 

Since being established in 2002 the business continues to grow and develop due to the excellent client service provided. 

Our advisers provide holistic fee based financial planning to prospective and existing clients, providing professional financial advice to meet our client’s needs and objectives using very high business standards. 

Adanac specialises in working with solicitors, for example we support Family Teams with advice on pensions in the divorce process and the Private Client teams on investment options in trusts and under Powers of Attorney.  For many years Adanac has hosted a Family Law update seminar in conjunction with leading barristers with over 40 family solicitors regularly attending each year. 

Apprenticeship & Training

 The successful candidate will follow a structured apprenticeship programme over a period of 24-36 months, in conjunction with an external training provider benefitting from regular assessments and online support.   

As part of the programme you will complete the Level 4 diploma (DipFA) consisting of 6 units, each with study material and an examination. The study material and examinations are all paid for. 

To enable you to build up the practical, background and  knowledge to become an effective Financial Adviser, the first step is to become a proficient administrator; we will provide you with in-house training to give you the skills and knowledge to perform this role.  Once fully competent in all aspects of this role you will progress to join the financial planning team. 

As part of the role you will be expected to: 

  • Your primary responsibilities will be giving advice on all aspects of financial planning
  • Process and deliver suitability reports
  • Learning and shadowing the financial planners to learn the financial planning process
  • Administration duties around the financial planning process
  • Maintaining client information accurately on the firm’s financial planning software
  • Processing New Business
  • Liaising with clients
  • Service existing customers through regular reviews
  • Attend regular meetings with managers and colleagues
  • To build and develop trusted relationships with their current and potential clients, providing personal and bespoke financial planning
  • As part of the team your job will be to develop your expertise and awareness of the financial service with support from the team around you. 

Salary Package:

 Starting salary £21,500, rising to £26,000 on gaining DipFA qualification and £33,345 on reaching competent adviser status.

  • 21 days holidays (plus bank holidays) increasing to 25 days.
  • Company Pension Scheme.
  • Quarterly bonus scheme.
  • Company profit share scheme.
  • 35 hour week, 9-5 Monday-Friday. 

The Ideal Person: 

  • Honest, ethical and always puts the needs of client’s first.
  • Confident communicator, on the telephone and face to face and the ability to easily build rapport.
  • Numerate
  • Excellent organisational skills
  • Have a genuine interest in financial planning
  • IT proficient
  • Exceptional customer service skills with the highest attention to detail.
  • Proactive, ability to use your initiative and be a self-starter.
  • Drive and motivation to deliver and exceed business targets.
  • Ambitious for development and progression
  • Accademic capability to achieve DipFA qualification
  • Determination and drive to progress to Chartered Adviser status; this will be encouraged and fully supported.
  • Strong abilities to develop relationships and network in a professional environment.
  • Positive outlook, resilience and the ability to remain calm in demanding situations.
  • Smartly presented.
  • Full driving licence and access to own transport. 

Qualifications Required:

 Bachelors min 2.2 

GCSE Maths & English Language grade 5 or above (or equivalent) 


Please visit for further information and to apply:

https://www.findapprenticeship.service.gov.uk/apprenticeship/-465126

 

All information provided with be treated in the strictest confidence and for unsuccessful candidates retained for a maximum period of 6 months.

 

 

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