Rewarding Finance Apprentice opportunity

Logic Wealth Planning is an award-winning company with a great reputation for customer care. We’re looking for an ambitious and enthusiastic Apprentice to join our friendly team in Heywood, near Bury.

This opportunity will give you the chance to be part of a dedicated team. We love making a difference to people’s lives. It will also enable you to earn while you learn.

You will develop vital business experience in a busy working environment. That will help you to launch your career in financial services.

Work, study and earn!

We believe that apprenticeships produce great professionals. You will learn about wealth planning, money management and how to forge lasting partnerships with clients. On-the-job training will be coupled with structured learning with a local college.

You will get support from tutors, plus a work-based mentor. They will help you develop the skills you need to succeed. It’s a rewarding industry that helps people plan their financial futures.

The Apprenticeship is likely to last 18 months. During this time you will complete formal study modules in Business Administration and Customer Services under the guidance of the college.

In the office, you will be introduced to all the Administration and Compliance activities which a business in Financial Services necessitates. This will be done alongside friendly and experienced co-workers who always look to share knowledge with junior members of the team.

Every day is different, busy and challenging. But it’s always satisfying when the right results are achieved for our clients.

Apprentices succeed at Logic Wealth Planning

Our most recent apprentice, Morgan, has recently completed his apprenticeship. He is now moving to the next stage of his career. You can read his story HERE.

Making our clients feel special is top of our agenda. Whether they have an appointment to talk about investments or they just fancy calling in for a coffee and a chat, they are always welcome.

In the same way, we do everything we can to make our staff feel valued. We’re are based in modern and comfortable offices. We have a strong ‘Team Logic’ culture and the atmosphere is friendly.

Aside from a wide variety of everyday work, there are regular team meetings, training sessions, ongoing performance reviews. As a company that cares, we are often involved with local charities. And if you enjoy golf, you’ll fit right in!

Do you have the drive to succeed in the financial services industry? Ideally in your late teens, if you live in Bury, Heywood, Rochdale or surrounding areas, please get in touch.

Enquiries and up-to-date CVs should be directed to Hazel, Office Manager, via email: hazel@logic-wp.com