Financial Services Apprentice

Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients Arrange client meetings on behalf of the Advisers Collate and manage information and facts, preparing documentation for client meetings Maintain client contact, keeping them updated on the current position with regards to any ongoing maters on behalf of the Advisers Ensure the post meeting processing is completed within deadlines Manage LOA end to end process Ensure back-office system is maintained detailing all ongoing actions and workflow

Training:
L3 Financial Services Administrator CII CFI exam Apprenticeship training delivery virtually with Davies Group / CII

Training Outcome:

The aim is provide a long-term career pathway by providing continued professional development and supporting progression through our administrative, paraplanning and financial advice teams dependent on the candidates preferred pathway.

Employer Description:

 

Amber River East Anglia provides high-quality, comprehensive independent financial planning advice to individuals, families and businesses from Essex, Suffolk, Norfolk and Cambridgeshire.  Since joining Amber River Group we have grown really fast and are extending our footprint in the region with offices currently in Claydon, Colchester and Billericay.

As a result of this strong growth, there are now c.2000 clients receiving outstanding service from one of our 14 highly qualified Independent Financial Advisers.

 

Amber River East Anglia joined Amber River Group in October 2019 because we each share the same, values-driven approach when it comes to creating bespoke financial plans for people who need our expertise. We call it Life Landscaping® because it gets to the heart of what we do for our clients. 

 

As a Group, we have over 300 IFAs across the Amber River Group, servicing 34,000 clients across 15 regional hub firms (in 30 locations) throughout the UK.  Currently, our hub firms are managing £12bn of AUA.

 

Giving back is also important to us and since 2022, we have raised over £1.1 million to support local and national partners, providing funding to help those in difficult circumstances and improve the environment of our local communities.

 

Working Hours :
Monday - Friday 9.00am - 5.00pm with 30 minutes unpaid lunch break.

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