October 4, 2022

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Former Westhill Academy pupil joins Acumen Financial Planning to become youngest person in Scotland to receive Diploma in Financial Planning exams

Former Westhill Academy pupil joins Acumen Financial Planning to become youngest person in Scotland to receive Diploma in Financial Planning exams

A just one-7 days get the job done placement has led to a promising vocation for Aberdeen trainee Andrew McRae, who has turn into a single of the youngest in Scotland to complete their economic diploma.

Acquiring joined Acumen Financial Preparing from faculty, Andrew has put together doing the job and finding out and lately passed his R02 Degree 4 in regulated Fiscal Organizing with the Chartered Insurance policy Institute.

The 21-yr outdated began his vocation journey although at Westhill Academy as section of a one particular-week school placement function encounter.

With the first approach of heading to university, Andrew opted to perform and examine which has highlighted his talent within just the fiscal organizing sector.

What begun off as a 1-week placement, led to Andrew joining the workforce as Economical Scheduling Administrator, and almost 3 many years later, recently becoming promoted to Trainee Paraplanner.

He is now element of a group of 23 paraplanners throughout the business.

All through his time at Acumen Andrew has sat eight tests, all of which he has passed the to start with time.

Andrew McRae
Andrew McRae

Trainee Paraplanner Andrew McRae said: “The possibility to perform for a extremely accredited agency complete time although also becoming supported via my training and finishing examinations was one thing I felt was as well superior to refuse and a real alternate to likely to University.

“I could explain to from my perform encounter that Acumen was a corporation that was prepared to give younger people today an opportunity to enter this field and provide a platform for their workforce to obtain accomplishment in their professions.

“I am delighted how my decision to sign up for Acumen straight from school has turned out, and I am looking ahead to continuing my advancement with more exams and education in my new purpose.”

Acumen will work intently with community universities and universities to supply routes into the money arranging market.

The corporation features many perform placements at faculty and college stage. which result in quite a few progressing into entire-time money preparing roles.

The agency have also a short while ago signed up for the Young Folks Promise (YPG)

Recruitment and development supervisor Nicola Doohan explained: “We are delighted with the progress that Andrew has attained, and it highlights the reward of furnishing young persons with the options as section of a perform expertise placement.

“We have an proven Profession Advancement Programme which is available to all our workforce, at all concentrations.”

As component of Acumen’s summer time recruitment, Acumen is wanting for a new trainee to join the team at their head office in Westhill.

The lasting part presents the option to sit fiscal exams and acquire money skills and business encounter.

Acumen will also supply a vast range of education although also obtaining a vary of employee rewards.


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