Apprentice Financial Planning Assistant

This apprenticeship role at Ivy Sterling provides a strong foundation in financial planning administration within a Chartered, independent firm. You will support the day-to-day operations of the business, working closely with advisers to ensure smooth client service and efficient back-office processes.

The role is ideal for someone organised, detail-oriented, and interested in both financial services and the use of technology to improve business processes. Over time, there is a clear pathway into a paraplanning role, including involvement in technical report writing and advice preparation, for candidates who wish to progress.

Key responsibilities will include:

Supporting back-office systems and maintaining accurate client records Preparing and sending letters of authority to product providers Assisting with the preparation of client meeting packs and presentations Liaising with providers to obtain information and chase outstanding requests Assisting advisers with general administrative tasks to support client servicing Identifying opportunities to improve efficiency through technology and AI tools Contributing to process improvements and helping streamline workflows

Training:
You will access your training online from the employers site address

Training Outcome:

This apprenticeship offers a clear and structured pathway into a long-term career within financial planning. Successful candidates will have the opportunity to develop their technical knowledge and progress into a Paraplanner role, supporting advisers with research, suitability reports, and client recommendations.

Ivy Sterling is committed to ongoing professional development, including support towards industry qualifications such as those provided by the Chartered Insurance Institute (CII). As your experience grows, there will be opportunities to take on greater responsibility, contribute to client-facing work, and play a key role in shaping and improving business processes through the use of technology and innovation.

Employer Description:

Independent Financial Planning firm giving advice to high-net-worth individuals on their wealth and investments.

Working Hours :
Monday to Friday, 8.30am to 5.30pm, 1 hour lunch.

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