Apprentice Financial Planning Administrator

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.

My client is looking for a recent college leaver (A Level and above) looking to join the Financial Services sector, you will have a keen interest in joining the Financial Services sector and exhibit a desire to personally develop yourself through relevant (R0) exams whilst forging out a career in Financial Services.

Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).

Total Hours per week -37.5 hours

Main Responsibilities

Summary of Role

You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.

Handle day to day post routines including: -

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• Scanning and filing relevant post
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• Franking and preparing post out
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General Office Duties including: -

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

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• Requesting and collating plan information
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• Assisting in client meeting preparation
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• Preparing client letters and illustrations
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• Liaising with clients and providers
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Ongoing Client Reporting and Review Documentation including: -

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• Producing and sending portfolio reports to clients
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• Preparing review documents for adviser
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• Preparing fund performance information
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Trading and New Business Processing including: -

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

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• Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
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• Desirable – A Levels - 2 subjects C or above or equivalent
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Desired skills and personal qualities

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• Communication skills
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• Attention to detail
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• Problem solving skills
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• Presentation skills
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• Administrative skills
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• Analytical skills
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• Team working
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• Patience
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Benefits Package:-

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• A starting salary of £21,200 - £24,000
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• Bonus scheme
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• Death in Service
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• Pension Contributions
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• 25 days holiday
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