Apprentice Financial Services Administrator

Supporting Financial Advisers in the provision of Advice to clients, by updating client files and providing timely portfolio summaries with information details for client meetings.

Key responsibilities include:

Preparing meeting support packs for each adviser/client meeting
Preparing valuation reports
Maintaining the client data base through input of all client data into back-office system
Dealing with all incoming and outgoing post, and standard correspondence
Answering telephone calls, taking messages and dealing with them accordingly
Scanning of all paperwork and file accordingly
Liaising with clients and external providers to obtain any information required to complete tasks
Stationery – maintain a supply of regularly used application forms, key features and brochures within the office, ensuring these are up to date
Support the New Business process where needed in a compliant and professional manner either manually or online
Attending agreed training in office and offsite

What will I learn?

L3 Financial Administration Apprenticeship

This is an 18-months programme in total, incorporating 15 months on programme learning and 3 months for End Point Assessment. There is a technical qualification attached to this standard which is comprises of CF1 and LP2. These will be delivered every month via the learner’s trainer; all examinations need to be passed prior to being able to go through Gateway to complete the End Point Assessment.

Once the learner passes through Gateway to complete the End Point Assessment the learner will complete a panel interview and this will be a supported by their trainer with a portfolio of evidence and project.

Requirements and prospects:

Desired skills and Personal qualities:

Communication skills, IT skills, Organisation skills, Analytical skills

Desired qualifications:

GCSE or equivalent Maths and English (Grade C/4 or above) Essential

Future prospects:

The candidate will have the potential to progress through the administration functions within the business from Administrator to Senior Administrator or Paraplanner with the option of becoming an Adviser.

Things to consider:

An exciting opportunity to join a long-established Wealth Management firm dedicated to quality service to clients and the development of staff through comprehensive industry recognised training. If you are looking to start a career with the potential of a rewarding, well paid future and possess the enthusiasm, commitment and drive needed, please apply today. You will benefit from a supportive and understanding team who all recognise the benefit of continuous professional development. Commitment to helping people to develop through ongoing training and mentoring from experienced staff. Providing a defined career progression pathway in an industry that is growing with skilled staff in demand.

Application process

Once you’ve found a role you’re interested in, simply click the apply button and fill out the form
One of our team will then be in touch to talk to you a bit more about your aspirations and what happens next
If you want to be really proactive, you can also email us your CV here quoting the role you’re interested in

You can read more about the candidate journey and register for job alerts here.

Apply

Job details

Ref VAC1000086748
Sector: Financial Services
Programme: Financial Services Administrator Apprenticeship Level 3
Location: WINDMILL COTTAGE, FORGE LANE, LEEDS, ME17 1RT
Salary: £11,000.00
Closing Date: 05 / 10 / 2022

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