Financial Services Administrator Apprentice (Level 3)

•  Provide administrative support to financial advisor and other team members

•  Assist with processing client documentation and maintaining accurate records

•  Handle client queries by phone, email, or in person in a professional manner

•  Ensure compliance with financial regulations and internal policies

•  Support with preparing reports, client reviews, and other documentation

•  Update CRM and database systems with client and transaction information (Full training will be given)

•  Liaise with product providers to obtain policy information or updates

•  Maintain confidentiality and accuracy in all tasks

Training:

You will work towards your:

Financial Services Administrator Level 3  Apprenticeship.
Certificate in Insurance (Cert CII). (if applicable)

Training will be on site and the Apprenticeship Training will be via Davies, virtually. 6 hours per week off the job training. 

Training Outcome:

Following this, the career routes could include paraplanning, operations or client facing advice roles

Employer Description:
Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of every-thing we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individual

Working Hours :
Monday – Friday 9am to 5pm Solely on site

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience