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

1 Callaway Sykes Associates Ltd jobs in England & Wales