Technical Administrator Apprentice

Answering inbound calls confidently and helpfully, making sure clients feel supported and directed to the right person Scheduling client meetings and coordinating adviser diaries Welcoming clients to the office and creating a friendly, professional first impression Ensuring reception, meeting rooms and the office environment remain tidy, organised and welcoming Preparing meeting rooms and refreshments for visiting clients Managing incoming calls and emails and directing enquiries to the appropriate team member Receiving and distributing post and deliveries Supporting the smooth running of the office by ordering supplies and monitoring stock levels Providing administrative support to the team including scanning, filing and preparing correspondence

Training:

Simply Academy’s Level 4 Paraplanner & Financial Planner Apprenticeship Programme is designed to help employees become skilled financial planners and paraplanners. This comprehensive programme provides apprentices with a deep understanding of financial planning, investment strategies, and regulatory frameworks, preparing them for a successful career in financial services. With expert-led training and practical, on-the-job experience, apprentices apprentices will develop the knowledge, skills, and confidence to support clients and drive the success of the business.

CII DipPFS - Awarded by The Chartered Insurance Institute (CII)

 R01 Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas

R02 Builds knowledge in investment products and helps deepen understanding of how to apply the investment advice process in practice

R03 Builds knowledge of the UK tax system and develops ability to assess how taxation applies to individuals and trusts within the context of providing investment advice

R04 Expands knowledge of pension arrangements and deepens the understanding of key issues in retirement planning

To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

Training Outcome:

Over time, the role may develop into more technical responsibilities within the Client Services team, supporting advisers with elements of the financial planning process and building industry knowledge.

Employer Description:

Citrus Financial was established in late 2002 by David Braithwaite. David started in financial services in 1994, having come from a background of working in banking and stockbroking.

Since then, the Citrus Financial team has successfully grown to become the organisation we are today, yet we have retained the same values and care a small, local business can offer. We pride ourselves in being able to deal with financial matters, no matter how complex, in an efficient manner, and more importantly, explains everything in an easy to understand language.   A varied client base, as we understand everyone is an individual, and we look after clients from across the UK.

At Citrus Financial we believe clients should always be able to speak to a real person. Someone who is helpful, reassuring and ready to find a solution. Our Client Services team plays a big part in making sure that happens.

Working Hours :
Monday to Friday 9am to 5pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative