Apprentice Financial Services Administrator

To be trained to provide comprehensive, professional administration that allows Kingsfleet to exceed client expectations and demonstrate full regulatory compliance.

Specific to this role:

To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures

In particular:

Send signed Letters of Authority from new clients to providers Collate information received from new clients and give to managing director Add fact find information to IO when the client has agreed recommendation Process new application forms Monitor progress of application; ensure questions are answered For completed transactions update the plan details on IO For existing clients to update valuations on IO in advance of client reviews To welcome visitors to the business To answer and, where appropriate, deal with enquiries by the phone

All staff:

To live out and communicate effectively the values of Kingsfleet To comply with the firm’s Health and Safety policy To comply with FCA requirements To maintain complete confidentiality regarding our clients and our processes In agreement with your line manager to undertake other responsibilities as required

Training:

You will access your programme online from your employers site address.

Training Outcome:

The business is invested in developing their staff and progression would be available for the right candidate.

Employer Description:
Life is too short to not spend it the way you want. We believe great financial planning is all about giving you the tools to take control and live life on your terms – spending your money and your time however you wish. We exist to help our clients do exactly that. Our name not only refers to Colin’s primary school, but is also the name of a tributary of the River Deben where Edward III fitted out his fleet for his expedition to Flanders in 1338. Every day we set out on our own expedition; to guide our clients towards their financial goals, and to educate them into making more informed choices. Our values: Honesty - We tell our clients what they need to hear for their own best interests. Integrity - We do the right thing by people, and always do the things we promise. Transparency - We are open in how we work together and how we charge for our services.

Working Hours :
Monday - Friday, 09:00 - 17:00, 1 hour lunch.

Skills:
Communication skills,IT skills,Team working,Telephone Skills,Friendly,Presentable,Punctual,Hard Working,Reliable