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

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