Financial Services Administrator Apprentice

Introduction

This is a fantastic opportunity to start your career within Financial Services as an Apprentice Financial Services Administrator, developing competency in the role whilst progressing your professional qualifications in the industry.

About the Employer

Our goal is simple: to build a firm we’d proudly recommend to our own friends and family, where clients are genuinely at the heart of everything we do. From our independent investment proposition to our competitive fee structure, every part of our service is designed to put your interests first.

We want every client to feel understood, supported and empowered, with clear, personal advice they can trust. As we continue to grow across Norwich, Norfolk and throughout the UK, we remain committed to our values, embracing innovation while never compromising on quality, integrity or service.

What You'll Do

Handle day to day post routines including:

• Scanning and filing relevant post
• Franking and preparing post out

General Office Duties including: 

• Answering calls and taking messages
• Dealing with client queries
• Updating ‘task’ management system
• Updating our back-office system
• Welcoming visitors, making refreshments
• Managing adviser’s appointments

Adviser Support including: 

• Requesting and collating plan information
• Assisting in client meeting preparation
• Preparing client letters and illustrations
• Liaising with clients and providers

Ongoing Client Reporting and Review Documentation including: 

• Producing and sending portfolio reports to clients
• Preparing review documents for adviser
• Preparing fund performance information

To progress to Trading and New Business Processing including: 

• On-line submission of pension and investment applications
• Buying and selling trades on Investment Platforms
• Submitting client’s income requirements
• Fund switch trading on investment platforms
• Checking completion of all trades
• Medical underwriting applications with clients for life cover

Training Outcome

• After the successful completion of the apprenticeship to be employed as a Financial Services Administrator with a long term view to progress to paraplanning/advising if applicable

Skills Required

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Presentation skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Creative
• Initiative
• Non judgemental

Qualifications

• Essential - GCSE - English - 4
• Essential - GCSE - Maths - 4

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday - Friday, 9.00am - 5.00pm with flexible working offered after probation,

Expected Duration: 1 Year 6 Months

Training Provider: SIMPLY ACADEMY LTD