Work Experience at Worldwide Financial Planning

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1 Work Experience at Worldwide Financial Planning WORLDWIDE DIVISIONS General Insurance Business Solutions Professional Partnerships Commercial Lending & Mortgages Corporate & Employee Benefits IFA Private Clients - 1 -

2 A Brief Introduction to Worldwide Financial Planning Worldwide Financial Planning Limited (WWFP) is an Independent Financial Advisers. The company was formed by Peter McGahan in 1998 who was joined by Neil Chamberlain who is the Director. WWFP believes in complete financial planning for a client, so has established specialist divisions within its structure to serve various clients needs and these are: 1. General insurance From protection to House Insurance ; 2. Business solutions Working with solicitors & accountants to supply tax, financial and legal advice to companies; 3. Professional partnerships - Outsourcing for accountants and solicitors; 4. IFA private clients Advice to individuals; 5. Corporate & Employee benefits Advice to small companies and sole traders; 6. Commercial lending & mortgages House purchase, buy-to-lets through to commercial funding. As well as these various divisions, we also operate out of 4 different offices; employ our own economist and have 40 advisers and support staff in total. We believe that our clients and potential clients (including companies) basically do three things as shown below, and WWFP provide advice in all these areas. Spend Save Borrow Our Mission Statement "Bringing together the right people to ensure planned financial security for all, through structured cost effective advice delivered with skill, integrity and precision." Look at our website at Worldwide Financial Planning - 2 -

3 What we can offer on Work Experience We can offer an educational and motivating week of activities for you if you are wishing to gain experience into the financial services environment. Although the work placement for administration/reception work, every effort will be made to ensure that you gain an insight into all of the departments mentioned above. Work Experience Placement Job Description and Person Specification Job title: Person specification prepared by: Administrator Neil Chamberlain Date: September 2012 Job Description: You will be working as part of a busy team including financial advisers, mortgage and commercial brokers as well as other administrators. You will be undertaking tasks such as: Meeting clients in reception; Using and fax; Dealing with the incoming and outgoing post; Photocopying and scanning documents; Updating computer database and client files and Completing administrative duties for the advisers from time to time. Personal Specification Attributes Personal Attitudes Special Knowledge & Skills Personal and Work Skills Essential You will be working amongst our staff and will occasionally be around our clients therefore a smart appearance is essential. A positive and professional outlook is welcomed. Furthermore punctuality and enthusiasm and a willingness to learn are vital. Computer literacy including the internet is a necessity, good organisational skills and problem solving are fundamental. Being a team player will be of good benefit to you. Confidentiality is imperative and the ability to communicate is crucial. Please note that we can only offer one week s work experience to students

4 General Information Working hours The office hours of opening are 9:00am to 5:30pm Monday to Friday. We would expect you to work from 9:30am until 5pm this would include a one hour lunch break taken between 12noon and 2pm. We have a modest staff kitchen with microwave and fridge should you wish to use them, but we are also located 500 yards from Truro City Centre therefore if you wish to pop out on your lunch you may do so. What to wear You will be working amongst our team everyday and may also have some contact with clients, therefore we do ask that you have a smart appearance and do not wear trainers, jeans or any facial piercings during your working time with us. Confidentiality Please be aware that all information you see, hear or handle during your working placement with us is confidential therefore it is not to be discussed with anyone outside the office premises. Induction, safety and welcome When you arrive please go to the reception area where you will be greeted by Kim Curtis. You will then be given a tour of the office and during this time we will run through the company's Health & Safety and Fire Safety precautions with you ensuring that you know where the fire exits are etc. We will make sure that these are thoroughly understood by you before your work placement commences. The company's risk assessment for your placement will also be explained to you at this time. You can find this document enclosed. Please note that it is illegal to smoke on these premises. Your progress At the beginning of the week you will be given a timetable for your day to day activities. These may be subject to change depending on adviser availability. There is a possibility of attending a client meeting with one of our advisers. At the end of each day or period of time spent in each department the member of staff whom you have been working will discuss your progress and what you have achieved, and be able to answer any questions that you might have. You will be also be given the time to update your logbook. We will complete the Employers Report on Student with you at the end of your placement. Worldwide Financial Planning If you would like to work with us on a Work Experience placement please complete the Application Form below stating which week you would like. You may be asked to attend an interview

5 Work Experience Application Form CONFIDENTIAL We are an Equal Opportunity Employer SURNAME: DATE OF BIRTH: PERMANENT ADDRESS: FORENAMES NAMES: PARENT OR CARERS CONTACT DETAILS: Name: Home Phone No: Parent/Carers Mobile No: POST CODE: Parent/Carers Parent/Carers Emergency No: SCHOOL: What Educational Qualifications are you working towards:- Please set out briefly why you would like a placement with our company and why you consider yourself suitable:- Please state any hobbies or interests that you have:- Signature of Student:- Date:- Please return this completed form to us at :- Worldwide Financial Planning, 23 Lemon Street, Truro, Cornwall, TR1 2LS The information provided on this form shall be processed by the prospective placement provider in accordance with the Data Protection Act The information is collected solely for the purposes of administering the work experience scheme and will be used by your school, the Cornwall Education Business Partnership and the placement provider