Apprentice Administrator

As part of our client support team, you will help ensure our clients receive exceptional services Manage emails, calls and general enquiries. Excellent verbal and written communication skills Assisting with reporting, data entry and general office duties High level of accuracy and attention to detail in all tasks Managing multiple tasks, prioritise effectively, and meet deadlines Preparing invoices, quotations and other documents. Experience with Intelligent Office is desirable; training can be provided

Training:

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.

As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. 

Key Learning Outcomes:

A broad understanding of the financial services sector An understanding of the role of the appropriate regulatory bodies The importance of relationship building with clients and colleagues Understanding of processes and procedures relevant to the role How to develop commercial awareness Building skills and capabilities within an organisation

Training Outcome:

Opportunities for a permanent post with ongoing professional development to support career progression with further training and industry specific qualifications.

Employer Description:

RFP Partners Ltd provide tailored financial advice and wealth management services via Clarity Wealth Management to their clients.   Recognising the unique financial challenges and faced by their clients.  Offering personalised strategies to help clients build, preserve, and manage their wealth effectively.

Our team of experienced advisers understands work closely with clients to address their specific financial needs, including investment planning, tax efficiency, retirement planning, and risk management. By offering transparent and adaptive financial solutions, RFP partners ensures that their clients can focus on their performance, knowing their financial future is in capable hands.

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