Finance Apprenticeship (Raymond James)

Short Description

This is an 18-month apprenticeship programme focusing on Finance. The programme combines formal study with on-the-job learning and training, at the end of which you may be offered a permanent position with Raymond James. Your studies will be fully funded by Raymond James, and you will be given one day per week to focus upon your studies. Throughout the programme you will have the support of your line manager, Raymond James’ Learning & Development team, and a dedicated mentor.

Full Description

Description of company

We are one of the UK’s leading Wealth Management firms, providing our clients with tailored advice and solutions at every stage of their financial journey. Our vision is to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice. We are committed to helping individuals, companies and institutions achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper.

Raymond James Financial, Inc. (

NYSE

RJF) is included in the S&P 500 and is a Fortune 500 company.

Duties and responsibilities

As an Apprentice you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include many of the following:

• Providing day-to-day team support, helping to keep processes running smoothly and efficiently.
• Coordinating meetings, managing Outlook diaries, and ensuring everything is organised and on track.
• Supporting team projects and contributing ideas to improve ways of working.
• Collaborating with colleagues across different departments to understand how the business connects.
• Acting as a reliable point of contact within your team for queries and coordination.
• Preparing documents such as presentations, reports, and meeting materials.
• Managing correspondence, including emails and phone enquiries.
• Maintaining accurate records using internal systems.
• Supporting with data gathering and liaising with third-party providers.
• Building your understanding of financial services processes, including regulatory requirements.

Future Prospects

Permanent roles are not guaranteed for those undertaking an Apprenticeship. We have historically looked to retain all performing Apprentices and offered them a permanent or FTC role upon the completion of their Apprenticeship work.

Training Provided

BPP apprenticeship training programmes are delivered virtually by our fully qualified and industry-experienced training team. Using their expert knowledge, we’ve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.

Throughout the apprenticeship learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience.

Skills Required

• Basic understanding of Microsoft word

Personal Qualities

• A positive attitude, accountability, a readiness to take part, openness to new activities and ideas and a desire to achieve results.

Qualifications Required

A minimum of 5 GCSEs (or equivalent) at grade C/4, including English and Maths.