Business Administrator Apprentice (Level 3)

Managing and updating client records accurately Requesting essential policy information from pension and investment providers Liaising with the SJP Administration Centre for updates on cases. Communicating with the SJP Advice & Guidance team for technical support Supporting Paraplanners by organising documents, letters, and case files Maintaining strong, professional relationships with advisers and provider contacts Working closely with the Paraplanners to achieve Client objectives Begin to understand and implement knowledge on how to consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis Assisting the paraplanners with research, calculations, and preparation of suitability reports Following clear processes to ensure compliance and accuracy. · Compiling, clear and comprehensive notes, with recommendations that are within compliance standards Work within and stay up to date with template changes and advice notes Seek continual professional development by undertaking mandatory and optional training provided by St James’s Place General office administration

Training:
The majority of your training will be at your work address, however, you will need to attend Peterborough College for additional training to supplement your apprenticeship once every 3 weeks

Training Outcome:
This apprenticeship offers a clear and realistic progression route within the financial services sector Upon successful completion, you may have the opportunity to move into a full-time Administrator or Junior Paraplanner role within the business, depending on your performance and company needs

Employer Description:

Keystone Paraplanning is a growing, supportive, and professional paraplanning firm providing high-quality technical support to financial advisers within St James’s Place. We work closely with advisers to ensure clients receive the best technical service regarding financial strategies, plans and products. As a small and friendly team, we value collaboration, attention to detail, and a genuine commitment to learning.

This is an excellent opportunity for a motivated and organised individual looking to begin a career in financial services, with full support and training provided. At Keystone Paraplanning, you’ll be joining a small, friendly team of two where support is always available. We pride ourselves on creating a welcoming environment where apprentices can learn, build confidence, contribute to real client outcomes and gain hands-on experience as they develop new skills.

Working Hours :
Monday- Friday, hours can be flexible between 09:00- 17:00

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Number skills,Team working,Commitment to self-development,Responsive to change,Good time management,Able to work independently,Enthusiastic,Confidentiality