Apprentice Financial Service Administrator

You will be responsible for administration generated from client meetings, business submission and incoming telephone, email and postal queries.

This will also include: 

Administration of client information for the Financial Planners, ensuring all information is gathered in timely fashion and prepared fully before submitting to paraplanner to write case.

Responsible for managing the whole LOA process, chasing providers and 3rd parties to gain information required by Paraplanning team.                                               Gathering and chasing information from SJP administration centres and external 3rd parties to ensure client work is completed within given timescales.   Managing the client’s financial information and documents to update/create the Client Financial Review documents.   Supporting the Financial Planners with post meeting administration and client communication.   Providing weekly briefings to the Financial Planners and Client Service Manager to ensure everyone is kept up to date with progress of cases.   Completion of various application forms and documentation on the client’s behalf inc: AML, ID&V.   Prepare files including, compliance documentation, research, illustrations; supporting documentation, prior to advice.   Accurately submitting business using the online systems, adhering to compliance processes.   Updates and maintenance of the Client Relationship Management (CRM) system and other SJP IT systems.   Using SJP computer systems and following SJP/team processes to ‘place’ straightforward investments.   Answering calls and handling queries professionally, re-directing or taking messages and using initiative to deal with queries.   Support the day-to-day business operations within the Practice.   Maintain a good working relationship with colleagues, clients and third parties.   Completing training as required and proactively remaining informed of regulatory changes in financial services.   Any other duties as may reasonably be required for both the business and Financial Planners, consistent with the vacancy.  

Training:

The training will take place in the workplace, and you will be given protected time in the week to complete your studies.  
You will also be given a number of workplace mentors to support your development within the business. 

Training Outcome:

This is a fantastic opportunity to learn the business from scratch and to then look at career routes within the business. As this is a sector related administrative qualification it will give you a fantastic Insite into the careers which you could potentially progress to.  
We have had candidates complete this course with us before that have become Paraplanner and intern complete the level 4 course to become fully qualified.  We have also had candidates that have become Financial Advisors and also intern complete the Financial Advisor Level 4 with us. 
Please see this as a career opportunity where the qualification will support your learning and identify various career opportunities available to you in the future. 

Employer Description:
At Future Wealth Management, we understand that finding a professional Adviser, that you can trust, is an incredibly important decision. We pride ourselves on building long term relationships with clients, centred around exceptional service. Most people will need to seek financial advice at some point in their lives, whether they realise it or not. Trying to navigate the intricacies of the financial services industry alone, alongside the ever-changing needs of the individual, can lead to investments and savings not reaching their full potential. We’re here to help guide individuals and businesses with advice including, but not limited to: Investment planning Retirement planning Inheritance Tax and Estate Planning Trusts* Family protection Specialist insurance Once these plans are put in place, it is vital to review these regularly to keep up to date with changes in legislation and taxation, product developments and your own situational changes. Indeed, a review is crucial if your circumstances change, such as starting a family or changing employer, moving home or receiving an inheritance. Whether you’re embarking on a marriage or undertaking divorce proceedings, receiving reliable financial advice is critical.

Working Hours :
This is a full time position and the paid working hours are 37.5 each week. The breakdown of these hours are: 09:00 – 17:00 Monday to Friday inclusive of a 30-minute unpaid break.

Skills:
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,Patience,Physical fitness