Financial Services Administrator Apprentice

This apprenticeship offers an exciting starting point for an individual who wishes to embark on an entry-level position within the financial sector. The successful candidate will be supported in becoming a confident administrator, gaining expertise in tasks such as managing office responsibilities, handling client review preparation, and navigating various aspects of the financial industry. Additionally, the candidate will develop a good understanding of industry regulations, ethical considerations, and effective communication strategies, fostering a well-rounded skill set for a successful career within Financial Services.

This is a "Front of House" position involving meeting and greeting clients and assisting the Financial Advisers.

Full-time role on a permanent basis.

Job Specification

Meet and Greet Clients Prepare Client Reviews Update Fact Finds Update the Back Office System Processing Letters of Authority Dealing with Providers

Training:

Training is completed online based at the employers address.

Training Outcome:

Permanent role and future progression routes available in the business such as Paraplanning and Advising.

Employer Description:
D O’Kane Financial Services Ltd is a firm of Independent Financial Advisers offering a high quality financial advice to private individuals, businesses and other legal entities. Qualified to advise in all areas of financial planning including investments, retirement planning, pensions, insurance, inheritance tax planning, mortgages and equity release.

Working Hours :
Monday to Friday 8.30 – 17.00, 1 hour lunch.

Skills:
Communication skills,IT skills,Attention to detail,Administrative skills,Analytical skills,Initiative