Apprentice Financial Advisor Review

by Barnett Waddingham

Rating

9/10

1. Please give an overview of your role and what this involves on a day-to-day basis:

Helping clients directly with any queries they may have. Undergoing Health & Risk work, for example renewal or market reviews. Some compliance work for clients, eg - Engagement letters, KYC. Some DC work - AGRs, re-enrolment etc.

8/10

2. Have you learnt any new skills or developed existing skills?

Yes, lots - Phone & email etiquette, how to work efficiently, presentation skills, work management, leadership etc.

9/10

3. To what extent do you enjoy your programme?

To a great extent.

10/10

4. How well organised/structured is your programme?

Not very well organised.

5/10

5. How much support do you receive from your employer?

A great amount, always willing to offer me a hand. Also very supportive of exams and study time.

10/10

6. How much support do you receive from your training provider when working towards your qualifications?

A great amount, always willing to help with any questions I had - especially leading up to my exams.

10/10

7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?

I understand the reasons behind a lot of things we do. Also allowed me to feel more confident in what I am doing.

10/10

8. Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)

Yes, lots of meetings and training sessions available.

10/10

9a. Would you recommend Barnett Waddingham to a friend?

Yes

9b. Why?

Generous and supporting business.

10. What tips or advice would you give to others applying to Barnett Waddingham?

If you don't have any knowledge on pensions - do your research! :)