It has completed the Swindon Employers Carers Award recognising the company’s commitment to creating a workplace where unpaid carers are recognised and valued with the support of charity Swindon Carers Centre.
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th January 2021 12:04 pm
Kingswood has launched an advice academy designed to recruit aspiring financial planners who are looking to start or switch careers into the wealth sector.
The first group of four trainee advisers from across the UK have started a 24-month programme and will receive a Diploma in Financial Planning, upon completion.
As part of the training, candidates will acquire new technical and people skills, and develop their financial planning knowledge.
The two-year programme, which began on Monday 11 January, will have a 13-week rotation in wealth planning where they will be shadowing a wealth planner during this period.
In addition to set projects and tasks throughout the programme, the candidates are required to participate in external and internal training sessions. They will also be given study time to revise for and pass their examinations.
In 2020, over 100 advisers joined the network and 80 individuals joined support functions.
The graduates will learn about the Openwork business in general and specifically the new customer relationship management system, ConcertHub.
They will then support adviser firms with getting the most from this new technology.
Once this work is completed, Openwork is committed to helping them move on to fulfilling roles within the business and potentially broader careers within the financial advice industry.
Carrie Morris, chief people officer of Openwork, said: “The graduate scheme has helped to give young people a career pathway in our industry at a time when employment prospects are tough.