Financial Services Apprenticeship Scheme

18th December 2018

We are pleased to announce that our wealth management department are looking to introduce a Financial Services Apprenticeship scheme.

 

The aim of this scheme is to identify local talented individuals and help them to develop into the next generation of financial advisers/ planners and be part of our successful wealth management team.

 

Once this initial apprenticeship is completed ,there may be opportunities for the right person to continue to develop within the business either supporting our client administration team, or moving into a research / paraplanner role with further training and qualifications over the following 2- 3 years.

 

Beyond this, there are a number of opportunities including the prospect to move into the financial advice sector of the business with training towards becoming a Chartered Financial Planner over the longer term. Alternatively, the individual may want to further their career focusing on the administration / paraplanning area of the business. The team would welcome support in all of these areas as the business continues to grow.

 

The main objective is to find a talented individual that would like to learn and grow into a career within our financial services / wealth management team, and be part of supporting our clients in this area for many years to come.

 

If you, or anyone you know may be interested in this opportunity please contact David Salmon or Sara Henderson by telephone on 01945 581937 or by email at info@whitingandpartnerswm.co.uk.



 
Other items in Blogs
 
Matilda Mawson
20th May 2019 Property allowance considerations: Joint properties held in unequal proportions

The property allowance was introduced on 5 April 2017, allowing a flat rate deduction of £1,000 to be claimed against property income, in lieu of keeping detailed records of expenses. This however, raises the question as to whether individuals renting out a joint property are required to make the same claim as one another. In…

Read More »

Bethan Hassey
20th May 2019 RSM’s Zorb Football Tournament

  On Thursday 16th May, Whitings attended RSM’s first ever Zorb Football Tournament in aid of the charity GeeWizz! After playing against 5 other firms, Whitings managed to finish 2nd overall based on goal difference.   It was a great event which helped raise money for a great cause. GeeWizz help support children and young…

Read More »

Matilda Mawson
16th May 2019 2019/20 Changes to Personal Tax and How It Could Save You Money

With the new tax year in full swing, we set out below some of the changes to various allowances and tax bands that affect how much tax you are paying: The personal allowance (the amount you can earn before you begin paying tax) has increased from £11,850 to £12,500. The basic rate tax band has…

Read More »

Jodie Tarbin
14th May 2019 PPR and Lettings Relief: an Update

Shortly following the last autumn budget, I published a blog “CGT Reliefs – Hit with Both Barrels!”, regarding the changes announced to the Principal Private Residence Relief (PPR) and letting relief rules.   HMRC have now published a consultation document, which can be found here: https://www.gov.uk/government/consultations/capital-gains-tax-private-residence-relief-changes-to-the-ancillary-reliefs   The consultation period closes at 11:45pm on 1…

Read More »

Adrian Mackenzie
13th May 2019 Putting Time On Your Side

    How can you increase your chances of a successful investment in equities/stocks and shares ?   Please find attached a short paper by Fidelity International on this question.   One of the other most important points is the value in getting advice and making sure any investments chosen are appropriate to your individual…

Read More »

Lucy Bayliss
13th May 2019 Marriage Allowance

  As detailed in a recent blog written by Matilda Mawson (https://www.whitingandpartners.co.uk/has-your-claim-for-marriage-allowance-transfer-been-refused/), a ‘Marriage allowance’ was introduced from 5 April 2015 onwards, which allows a person 10% of their personal allowance to be given to their husband, wife or civil partner.   However, if you or your partner were born before 6 April 1935, you…

Read More »