Financial Services Apprentice

The administration role is expected to last for a minimum of 18 months and includes:

Answering incoming client telephone calls Setting up meetings for advisers and clients Attending the quarterly team meeting and taking minutes Inputting and maintaining accurate information relating to the advice process and clients Gathering policy information and adding details to our back office system Processing incoming post Preparing valuation letters for clients Providing administration support to advisers in order to support the flow of the initial and ongoing advice processes Contributing ideas for enhanced administration processes Adhering to regulatory requirements and code of conduct

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:

Following completion of the administration apprenticeship, we will look to enrol you on the paraplanning apprenticeship. The paraplanning role is expected to last for a minimum of 18 months and includes:

Researching suitable products that align with the advisers' recommendations Completing cashflow modelling Ensuring client fact finds contain all relevant and accurate information Completing research for pensions, investments, and protection recommendations as well as inheritance tax planning solutions Writing suitability reports for advisers to present to clients Contributing ideas for enhanced paraplanning processes Adhering to regulatory requirements and code of conduct

On completion of the above two stages, your progression and future focus will be discussed, including whether you want to proceed to become a trainee financial adviser. At which point, your journey towards your chosen area in financial services can begin.

Employer Description:

A chartered financial planning firm offering independent financial advice to retail customers. Our advice is personalised to the needs and objectives of our clients, and we work with them to create a long lasting relationships to support them through their early years of accumulating funds, and retirement when they may need to withdraw funds. We advise on pensions, investments, protection, and inheritance tax planning.

Working Hours :
Monday to Friday, 9am to 5pm.

Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Team working,Initiative,Good time keeping