Rating

6.9/10
  • 1. Please give an overview of your role and what this involves on a day-to-day basis:
  • I take care of cert returns and log post onto members’ records. I update member’s records by doing address updates, bank details update, personal details update and expression of wishes updates. I answer calls from members and IFAs. I prepare transfer out quotations and retirement illustrations for members.

    8/10

  • 2. Have you learnt any new skills or developed existing skills?
  • empathy, problem solving, communication, professionalism

    9/10

  • 3. To what extent do you enjoy your programme?
  • 7/10

  • 4. How well organised/structured is your programme?
  • 8/10

  • 5. How much support do you receive from your employer?
  • 8/10

  • 6. How much support do you receive from your training provider when working towards your qualifications?
  • 4/10

  • 7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
  • 7/10

  • 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.)
  • 4/10

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


  • 9b. Why?
  • supportive colleagues


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


Details

Level 3 Apprenticeship

Finance

Birmingham

May 2021


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