Amy Kirby – Investment Director – London

 

 

“Taking the apprenticeship route allowed me to gain 3 years work experience ahead of my friends who were coming out of university, with no debt!”  

Click here to read about Amy’s journey from Business Administration apprentice to Investment Director

 

 

 

 

 

 

 

 

Cameron Paterson  – Client Service Administrator Apprentice

"A Day in the Life of an Apprentice"

8:15am: Arrive at the office, set up my desk, grab a coffee then read the news and look to prepare and prioritise tasks for the day ahead.

8:30am: Tune in to the morning meeting, where our research team highlights key macroeconomic news and important company results.

9:30am: Weekly team meeting where we update each other on current or future developments and any possibly issues.

10am: Carry out daily tasks, speak to clients, attend meetings if required.

12:30pm: Lunch – often with colleagues or friends in the city.

1:30pm:  Continue with daily tasks, update colleagues on any developments from the morning or days prior.

3pm: Weekly Client Service sub-team meeting - this is where the client service individuals within the team get together and update each other and highlight any issues or better ways of working.

3:45pm: Continue with tasks and start to prepare for the following day regarding meetings. Tidy up my inbox for the following day.

5pm: Head home to exercise then study.

"The team I work with in Glasgow are fantastic. Everyone was very welcoming and happy to answer questions I had when I started. My role is more administrative based, but since the start I have had an interest to learn more about the investment management side."

Click here to read about Cameron's experience as an apprentices in our Glasgow office. 

Joel Carter – Trainee Financial Planner – Liverpool

 

 

 

“A typical day for me generally consists of either meeting new or existing clients and drafting financial planning recommendation reports to assist our clients in meeting their financial objectives. I often liaise with our Senior Financial Planning Director on complex cases while going through my sign-off process.”

Click here to read more about Joel’s role in Financial Planning in our Liverpool office.