Financial Services Administration Apprentice

Introduction

An exciting opportunity to join a dedicated team of experienced Financial Services Administrators, delivering exceptional client service to a portfolio of high-net-worth clients. This role offers the chance to work in a professional, collaborative, and client-focused environment, with excellent opportunities for personal and career growth.

About the Employer

Callaway Sykes Associates Limited are financial advisers who provide discreet, impartial and professional advice, utilising a range of investment, savings, protection, pension, income and retirement solutions for individual and corporate clients.

What You'll Do

You will learn the skills required to support the administration of regulated financial advice.

Key Duties and Responsibilities:

• Assisting with the preparation of client meeting packs
• Maintaining and updating client records
• Downloading and printing applications, factsheets, and supporting materials
• Liaising with insurers, fund managers, and other professionals as required
• Preparing and printing mail merges
• E-filing and saving documents to the cloud
• Scanning, printing, and filing documents as required
• Preparing basic letters and correspondence
• Scheduling client meetings
• Data entry using internal IT systems
• Preparing report packs
• Handling general enquiry calls
• Monitoring and ordering stationery
• Assisting Advisers and Administrators with day-to-day tasks

General Responsibilities:

• Answering incoming telephone calls in a professional and courteous manner
• Supporting the business's ongoing growth and administrative requirements
• Logging all calls and emails in the CRM system in line with compliance requirements
• Securely shredding confidential information
• Keeping the office environment tidy and presentable at all times

Training Outcome

For the right candidate, there is excellent potential for career progression and the opportunity to secure a permanent position. We offer additional training and actively encourage and support self-directed learning. As your career develops, there may be opportunities to progress into roles such as Adviser Support, Senior Adviser Support, Paraplanner, or Financial Adviser. 

Skills Required

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Administrative skills
• Number skills
• Analytical skills
• Team working
• Initiative
• Patience
• Can do attitude
• Punctual

Qualifications

• Essential - GCSE - 5 subjects including maths and english - D/above
• Essential - A Level - minimum 2 subjects - A-C

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday to Friday, 09.00 - 17.00.

Expected Duration: 1 Year

Training Provider: SIMPLY ACADEMY LTD