Level 3 Business Administrator Apprenticeship – Karrek Chartered Financial Planners

Main Duties:

Support advisers with actions arising from annual and biennial client reviews Prepare and issue client correspondence and ongoing service documentation Liaise with pension providers and investment companies to obtain information and process requests Maintain accurate client records using the firm's CRM system Monitor ongoing service workflows and ensure adviser actions are completed within agreed timescales Assist with general client correspondence and provider communications Support the administration team with day-to-day business administration tasks Ensure all work is completed accurately and in line with FCA compliance procedures Handle confidential client information in accordance with GDPR and company policies Support advisers with cash flow analysis and technical planning work as your knowledge develops Undertake any other duties consistent with the nature of the role

Training:

As an apprentice, you will receive support through both on-the-job learning and formal training as part of your apprenticeship programme.

This will typically include:

Study towards a Level 3 Business Administrator Apprenticeship Standard Ongoing one-to-one mentoring from experienced financial planners and administrators Practical training in financial planning administration, pensions and investments Experience using industry-leading financial planning systems and provider platforms Development of technical knowledge, organisational skills and FCA compliance awareness Opportunity to study towards professional qualifications with the Chartered Insurance Institute (CII) as your knowledge and experience develop

Training Outcome:

Karrek Chartered Financial Planners is committed to developing talent from within. Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner or Financial Adviser, alongside continued professional development and support towards industry qualifications.

Employer Description:

Inspire ATA is an official Flexi-Job Apprenticeship Agency, licenced by the Department for Education. Currently ranked 1st in the Rate My Apprenticeship Top 100 Apprenticeship Employers in the UK Award 2024-2025. Inspire ATA specialises in creating apprenticeship opportunities, where we recruit and employ the apprentice on behalf of our host clients, enabling us to offer additional support and a better experience for both the apprentice and the client as the experts in the industry. We arrange the most suitable and appropriate apprenticeship training from one of our partnered training providers. If you are successful in securing an apprenticeship with Inspire ATA, it is important to understand that Inspire ATA will be your employer and the apprenticeship placement will be a separate organisation that simply hosts you as an apprentice. As a Flexi-Job Apprenticeship Agency, Inspire ATA performs an important role in developing the UK labour market and it is our responsibility to ensure that talent is recognised, developed, and matched with business needs, whatever the background of the individual, irrespective of gender, race, disability, age, religion or belief, relationship orientation, marital or civil partnership status, pregnancy or maternity and gender reassignment. We are proud of the diverse nature of our business and work with clients to ensure that all candidates are treated with courtesy and respect.

 

Working Hours :
Monday - Friday 9.00am - 5.00pm (1 hour lunch break).

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Initiative