Apprentice Financial Advisor Review
at Barnett Waddingham LLP
Level 3 Apprenticeship
Finance
Cheltenham, Gloucestershire
Review Submitted: May 2021
Overall Rating
4.5 /5
The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!
4.5/5
-
Overview of Role
4/5
-
Skills Development
4.4/5
-
Structure and Support
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis:
4/5
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.
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.
To what extent do you enjoy your programme?
5/5
To a great extent.
Skills Development
Have you learnt any new skills or developed existing skills?
4/5
Yes, lots - Phone & email etiquette, how to work efficiently, presentation skills, work management, leadership etc.
Structure and Support
How well organised/structured is your programme?
2/5
Not very well organised.
How much support do you receive from your employer?
5/5
A great amount, always willing to offer me a hand. Also very supportive of exams and study time.
How much support do you receive from your training provider when working towards your qualifications?
5/5
A great amount, always willing to help with any questions I had - especially leading up to my exams.
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
5/5
I understand the reasons behind a lot of things we do.
Also allowed me to feel more confident in what I am doing.
Also allowed me to feel more confident in what I am doing.
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
5/5
Yes, lots of meetings and training sessions available.
Recommendations & Advice
Would you recommend Barnett Waddingham LLP to a friend?
Yes
Why?
Generous and supporting business.
What tips or advice would you give to others applying to Barnett Waddingham LLP?
If you don't have any knowledge on pensions - do your research! :)
