We are an award-winning fee-based financial planning company, however, we’re a bit different from our competitors, we’re B-Corp certified, employee-owned, and to us, money matters, but life matters more. Employer Paradigm Norton Financial Planning Ltd Address Paradigm House 72-74 Macrae Road Bristol BS20 0DD You must have JavaScript enabled to view a map of the location Training Training provider Kaplan Financial Applications for this apprenticeship are being processed by Kaplan ATT Level 4. The ATT syllabus follows a modular structure, which consists of two core certificate papers and four optional certificate papers, allowing you to specialize in your own area of interest or expertise. To apply for full ATT membership, you must pass the two core papers, one of the four optional papers and the three computer-based exams (Law, Professional Responsibilities and Ethics and Accounting), plus have two years of practical work experience in UK taxation. Core papers: • Personal Taxation • Business Taxation Optional Papers: • Business Compliance • Corporation Taxation • Inheritance Tax, Trusts and Estates • Value Added Tax Computer-based exams: • Law • Professional Responsibilities and Ethics • Accounting The Apprenticeship standard details the essential Knowledge, Skills and Behaviors that somebody would need to demonstrate to be successful in this job role, this includes, Business Awareness, Ethics, Communication, Leadership, Planning and Prioritization and Problem Solving. Apprentices will need to show they are competent in all the areas detailed in the standard when they take End Point Assessment. The Knowledge areas of the standard will typically be covered through completion of the qualification. Skills and Behaviors are developed through workshops, e-learning, workplace training and practical experience provided ‘on-the-job’.
via Paradigm Norton Financial Planning Ltd
England - Bristol
You’ll be working closely with the team to support them with day-to-day client work and administration including: Supporting with client set up and onboarding Liaising with HMRC and other third parties Dealing with client queries Co ... See more
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