Financial Services Administrator Apprentice

Maintaining accurate and organised client records using Salesforce and Microsoft Office, including Word, Excel and Outlook Preparing documentation to support financial advisers and client meetings Communicating professionally with clients, providers and internal teams Supporting the administration of client accounts, including record updates, service requests and follow-up actions Helping ensure client information and processes are handled accurately, confidentially and in line with regulatory requirements Actively partaking in weekly online apprenticeship workshops and applying your learning in the workplace

Training:
We are set up to enable your success throughout and as such you will be fully supported through a Level 3 apprenticeship programme, with weekly online training workshops, on-the-job learning and guidance from experienced colleagues You will also be part of a colleague buddy scheme to help further support your transition into the working world. You will learn the basics of working in a professional office environment and over time, you will build specialist knowledge of financial services administration, client service, compliance, systems and adviser support

Training Outcome:
Successful apprentices could go on to be Financial Services Administrators, Paraplanners or Advisers

Employer Description:

Franklyn provides financial planning tailored to each individual's needs, ensuring a personalized approach to wealth management. Our services focus on preserving and growing wealth, managing assets efficiently, and protecting individuals from financial risks. Through expertise and experience, Franklyn supports clients in making the right financial decisions for their future. Based in Congleton, we pride ourselves on building lifelong relationships with our clients and partnering with trusted organizations such as Stoke City FC and Sale Sharks Rugby Club.

Working Hours :
Monday - Friday, 9.00am - 5.30pm

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,Initiative,Non judgemental,Patience,Positive attitude,Willingness to learn,Good time management,Able to work independently